Reppond Investments, Inc.

Michael Tumolo is a financial advisor at Reppond Investments, Inc. with 16 years of industry experience. He holds a Series 65 designation and previously worked at CMG Capital Management Group for eight years. Outside of his advisory work, he serves as a custodian for a U.S. Post Office in New Holland, Pennsylvania. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, offering retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models to generate daily investment signals and actively manages portfolios across various risk profiles using mutual funds, ETFs, and other strategies.

Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his advisory role, he worked at Amazon.com, Inc. as an M&A Analyst in Corporate Development and has held positions at Ernst & Young, Moss Adams, and AltAssets Private Equity News. He also has an academic background with experience at Southern Methodist University. 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 algorithms to manage assets actively across various risk profiles, employing mutual funds and ETFs in strategies that include sector rotation, multi-asset, managed crypto, and AI-enabled approaches.

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.