Seattle, WA Office
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Reppond Investments, Inc.
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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.
Based on Reppond Investments, Inc.
Expertise
Based on Reppond Investments, Inc.
Location
Seattle WA
Advisors at this office
1
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