Ponderosa Investment Group, LLC

Overview

Ponderosa Investment Group, LLC is a small, privately held investment adviser organized as an LLC that focuses on managing assets for individuals and families. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator that also selects external managers when appropriate. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and the selection of third-party advisers. Ponderosa does not position itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices