Dear Visitor,

Thank you for your interest in Ponzio Capital. We are no longer accepting new clients as the firm slowly and intentionally transitions from a public portfolio manager to a private family office.

The contact information above is solely for clients and is not for public use. Though I would be honored to earn your trust with your family’s savings, securities laws will not allow me to make exceptions.

I wish you the best in your investing,

Joe Ponzio, President

In Plain English, a "Family Office" is a financial firm dedicated to managing the investments and finances of family members.

If properly structured, family offices may be exempt from registration, fees, bonding, and many of the other rising costs and expenses associated with being a registered, publicly available investment advisor.