Reppond Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also offers services to ERISA retirement plans and unaffiliated registered investment advisers via signal/sub‑advisory arrangements. Portfolios are typically implemented through separately managed accounts using mutual funds and exchange‑traded funds.
The firm employs a quantitative, rules‑based investment process that relies on proprietary mathematical algorithms to generate periodic trading “signals” used in portfolio construction and rebalancing; available strategies include trend‑following, sector rotation, multi‑asset allocations, managed crypto and AI‑enhanced approaches and may use leveraged funds. Reppond treats cash as an asset class for defensive positioning, adapts allocations to perceived market risk, and will accept reasonable client restrictions subject to operational feasibility.
Reppond’s Brochure discloses that it licenses its proprietary signals to third‑party adviser platforms (receiving a portion of platform fees) and produces monthly video reports for clients that detail strategy performance on its YouTube channel, reflecting a published approach to performance reporting and third‑party distribution. Those practices — along with reliance on proprietary signal technology and a small advisory team — differentiate the firm from many peers and introduce specific operational considerations and conflicts of interest that the Brochure identifies.
Client services
Expertise
Fee options
$0+: Negotiable, generally up to 1.5% annually $0+: Up to 1.0% annually for ERISA plan advisory services $0+: Up to 0.50% annually for Signal services
Account minimum: $250,000 Fee-only: Fees are generally asset-based and billed quarterly in advance; no commissions accepted.
Main office
See officeBigfork MT
Advisors at this office
2
Most active in
Montana · Pennsylvania · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael T
Series 65
Bigfork, MT
Reppond Investments, Inc.
Michael Tumolo is a financial advisor at Reppond Investments, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including CMG Capital Management Group and Schreiner Capital Management, Inc. Outside of his advisory role, he serves as a custodian for a U.S. Post Office. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as ERISA retirement plans and other advisers through sub-advisory arrangements. The firm uses a quantitative, rules-based investment process driven by proprietary algorithms to guide portfolio construction and rebalancing across various strategies, including trend-following, sector rotation, and AI-enhanced approaches.
Spencer R
Series 65
Seattle, WA
Reppond Investments, Inc.
Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 designation and four years of industry experience. His prior work includes positions at Amazon.com, Inc. as an M&A Analyst in Corporate Development and at Ernst & Young. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a quantitative, rules-based investment process driven by proprietary mathematical algorithms. The firm offers diversified strategies including trend-following, sector rotation, and AI-enhanced approaches, and also licenses its proprietary signals to third-party adviser platforms.
Ben R
Series 65
Bigfork, MT
Reppond Investments, Inc.
Ben Reppond is a financial advisor at Reppond Investments, Inc. in Bigfork, Montana, holding a Series 65 designation with 11 years of industry experience. He has been with Reppond Investments since 2014. Outside of his advisory role, he serves as an instructor at Flathead Valley Community College, teaching classes part-time. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models and mathematical algorithms to generate daily investment signals, managing approximately $44 million in client assets.
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