About Ponzio Capital and Joe Ponzio
Ponzio Capital is an Illinois corporation and registered investment advisor. Joe Ponzio is the lead portfolio manager. Allow us to explain.
In this "Age of Madoff," it's important to know where your money is and who's handling it. With a name like "Ponzio," we like to explain things really well. Note: Ponzio Capital and Joe Ponzio do not hold your cash or securities – it's all at independent, third-party banks and custodians.
About Ponzio Capital
Though we serve clients across the United States, Ponzio Capital Inc. is a corporation duly formed under the laws of the State of Illinois, and is registered as an investment advisor.
You can verify our registration by looking up Ponzio Capital Inc. on this SEC website.
About Joe Ponzio
Joe Ponzio, author of F Wall Street
Joe began his investment career after graduating from Loyola University Chicago, and worked for two national firms before venturing off on his own. In 2002, he founded The Meridian Business Group – an independent investment advisory firm.
In May of 2008, he formed the Ponzio Investors Funds – private investment funds modeled after the partnerships run by Warren Buffett in the 1950s and 1960s.
In 2009, he left The Meridian Business Group to form Ponzio Capital, with the former firm focusing on financial planning and Ponzio Capital focusing solely on long-term value investing.
Service Providers
Client accounts are typically held at Interactive Brokers LLC, member FINRA, SIPC, and NASD. Patke & Associates is the independent auditor for the Ponzio Investors Funds. Fifth Third Bank N.A. provides various banking services to Ponzio Capital and the Ponzio Investors Funds.
Ready to Make a Change?
Rest assured, we don't bite. When you call or e-mail us, we will not hound you to transfer your portfolio. Because we only try to work with long-term investors who understand and agree with our investment strategy, we do not accept everyone at Ponzio Capital. Call us at (800) 520-2124 or send us an e-mail to strike up a friendly conversation.
Not ready to call or e-mail just yet? Perhaps you'll enjoy these resources:
- What We Do
- An overview of our portfolio management services.
- Our Investment Strategy
- A look at how we invest for clients, including how we think about investing and dynamically manage portfolios.
- What It's Like to Be a Client
- How Ponzio Capital works with clients, and what you can expect as a client or investor.
- Connect with Joe
- Learn the various ways Joe connects and communicates with clients, like twitter and linkedin.
