What We Do For Clients
At Ponzio Capital, we only provide one service: portfolio and investment management in pursuit of long-term growth through business investing.
At Ponzio Capital, we believe in focus – in our investing, in our business, and in our lives. That's why Ponzio Capital does not provide any services other than investment management in pursuit of long-term growth through business investing.
We are not financial planners, accountants, or insurance salespeople, and we never work on commission.
A Brief Overview
Clients hire us to manage their portfolios because they like our investment strategy, and don't have the time to implement it on their own.
Our clients' portfolios range from tens of thousands to many millions of dollars. We do not try to chase "whale" clients. Instead, we limit ourselves to working with an intimate group of long-term investors.
How We Spend Our Days
While many brokers are cold-calling for appointments, golfing with prospective clients, and generally ignoring existing clients, we spend our time reading, researching, and looking for undervalued investments.
At Ponzio Capital, the coffee is always on as Joe spends day and night ripping through quarterly and annual reports, contracts, SEC filings, and more.
Put Your Feet Up
When Joe is ready to buy or sell an investment for your portfolio, he does it. Each portfolio is dynamically managed by us on a daily basis.
You'll have online access to your account and the freedom to leave at any time. Still, at Ponzio Capital, you can put your feet up knowing that we're managing your portfolio every day.
How We Communicate
Our goal is to always make sure that you're as comfortable with your portfolio as we are. That's why, whenever Joe buys or sells an investment in your account, he sends you an e-mail explaining his thought process.
He is also always happy to speak with clients and investors when the e-mail isn't enough.
We're In It Together
Nobody can guarantee results; however, we feel so strongly about the investment decisions we make that we put our money where our mouth is.
Whenever we buy or sell an investment for you, we do the same in our own portfolio – in the same percentage and at the same time*.
Whenever possible, we try to work on a performance-only basis so that you're only paying us if we're meeting our growth and safety goals.
* Applies when transactions are made in pursuing our investment strategy and may not apply to clients whose primary investment goal is something other than long-term growth. As used above, "our" can refer to Joe Ponzio and/or Ponzio Capital.
Summing It Up
In Plain English, when you open an account with Ponzio Capital, we'll manage your portfolio as if it is our own, we'll invest along side you, we'll keep you informed and educated every step of the way, and we'll spend our time managing your portfolio.
We're not promising the world, just that we'll actually manage your portfolio...not ignore it.
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:
- 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.
- About Joe Ponzio & Ponzio Capital
- Information about Joe Ponzio and our company, including our registrations, service providers, and more.
- Connect with Joe
- Learn the various ways Joe connects and communicates with clients, like twitter and linkedin.
