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Four Ponds Investing

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Investment Philosophy

Investment Philosophy

Based on decades of academic research, Four Ponds stresses proper asset allocation over picking hot stocks or trying to outguess the markets. It relies on passively managed funds that keep your costs low and improve the chances you will capture the market’s long-term returns.

We construct portfolios made up primarily of stock and bond exchange traded funds (ETFs). In some cases, low-cost mutual funds may be used. Each portfolio is tailored to your individual risk level and designed to maximize tax efficiency.

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508-403-0395 | david@fourpondsfinancial.com