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Four Ponds Investing

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How it works

The Investment Machinery

Four Ponds Investing utilizes technology from Trizic to make it easy for you to open accounts on your behalf at TD Ameritrade Institutional, one of the leading third-party custodians serving clients of independent advisory firms like Four Ponds.

Opening the Accounts

Upon completion of the questionnaire, the Four Ponds Investing platform will walk you through the steps to complete the digital paperwork needed to set up your accounts. During this process, you will receive an email from TD Ameritrade Institutional asking you to verify your identity, review the forms and provide digital signatures.

Your Portfolio: Diversified and Optimized

Your investment plan will feature a diversified portfolio made up of different kinds of investments across asset classes, industry sectors and geographic regions with the goal of maximizing your returns for the risk level you are assuming.

An Investment Plan: Customized for You

After completing a simple questionnaire about your investing experience, timeline and risk tolerance, you will receive a recommended investment plan that's truly tailored to your goals

Automatic Rebalancing: Keeping You On Track

To keep you positioned to benefit from the potential growth in all the various asset classes, your portfolio is continuously monitored and automatically rebalanced so that it remains aligned with your recommended plan.

Money Management: Intuitive and Tax-Aware

You can easily transfer money in and out of your accounts with just a few clicks. Behind the scenes, our powerful technology determines the optimal mix of securities to buy and sell, considering costs, tax consequences, and more.


Get Started

508-403-0395 | david@fourpondsfinancial.com