# Reppond Investments

Reppond Investments is a Bank / Wealth / Trust based in Bigfork, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bigfork, United States
- **Region:** North America
- **Address:** Bigfork, MT, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** reppondinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/reppond-investments-inc

## Regulatory record

- **CRD number:** 202511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/202511

## About

Reppond Investments was founded in 2014 by Ben Reppond as an independent registered investment adviser. The firm operates from Bigfork, Montana and serves individuals, high-net-worth clients, and pension plans virtually across the United States. Its public positioning revolves around retirement readiness — specifically the question "Am I going to be OK when I retire?" — and a stated commitment to disclosing risk-versus-reward tradeoffs that the firm claims the broader advisory industry obscures. The firm's strategy centers on financial planning, portfolio management, and investment management for private clients. While the website does not disclose an asset-class mix or named portfolio holdings, it emphasizes tax-efficiency, market-adaptive portfolio construction, and continuous attention to risk. Reppond Investments is headquartered in Bigfork with no additional offices disclosed. No public filings confirm total assets under advisement or team headcount. The firm's promotional materials identify its primary client segments as individuals planning for retirement, high-net-worth households, and pension plans. No philanthropic vehicles, club memberships, or affiliated operating businesses are disclosed. Structurally, the firm operates as a solo-adviser RIA serving a thinly populated region (Flathead Valley, Montana) while offering services nationally through virtual delivery — a model that combines a low-cost geographic base with a national reach. Unlike multi-adviser RIAs or bank-affiliated wealth managers, Reppond Investments' independent posture and single-named-principal structure tie its investment decisions and client relationships directly to the founder, making succession a critical unaddressed question.

## People

- Ben Reppond — Founder

## Questions

### How does Reppond Investments construct its investment portfolios?

The firm says it adapts portfolios to current market conditions while prioritizing tax efficiency and risk disclosure. In its own words, it pushes back against an industry that "neglects to disclose adequately the risks versus potential rewards." Specific asset allocation models, external manager selection criteria, or benchmarks are not published.

### What is the significance of the '15,000 hours of research' claim?

Reppond Investments prominently markets 15,000 hours of research as a differentiator. The number is not attributed to a specific time period, team size, or research methodology. Without context, it functions as a marketing signal rather than a verifiable due-diligence metric.

### Does Reppond Investments serve institutional clients?

The firm lists pension plans among its client types alongside individuals and high-net-worth investors. No named institutional clients or separate institutional strategies are disclosed. The website's language and retirement-planning focus suggest the firm's primary business is retail and mass-affluent households.

### Is Reppond Investments affiliated with any broker-dealer or bank?

No. The firm identifies as an independent registered investment adviser. Independence from broker-dealers and product-manufacturer conflicts is a core part of its public thesis. No bank custody, broker-dealer, or insurance-company affiliation is disclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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