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.
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.
Joe Ponzio, author of F Wall Street, is the portfolio manager for Ponzio Capital. Though he is assisted by the Ponzio Capital Research Team, Joe makes all of the decisions to buy and sell investments.
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.
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.
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:
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Ponzio Capital serves as the General Partner of the Ponzio Investment Funds – private investment funds loosely modelled after the investment partnerships operated by Warren Buffett in the 1950s and 1960s.
The Ponzio Investors Funds are only available to accredited investors, as defined by Federal Securities Regulations. To learn more, please log in or contact us for electronic access credentials.
Managing Partner: Joe Ponzio | Tel: (800) 520-2124 | E-mail
By clicking the link below, you will be leaving Ponzio Capital's website and taken to Interactive Brokers' secure website to log in to your Ponzio Capital separately managed account.