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Four Ponds Investing

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Overview

Digital Efficiency with a personal touch

Four Ponds Investing combines digital efficiency with a personal touch to increase the odds you will enjoy a successful investment experience. The platform is designed for those looking to delegate oversight of their portfolios at a lower-than-usual cost without sacrificing the involvement of a trusted, personal advisor.

  • Investment management and continuous financial planning support for those who seek ongoing assistance and wish to delegate investment oversight. Appropriate for clients who have sufficient assets to make the service worthwhile and cost effective for them.
  • Includes creation of an investment policy statement, ongoing portfolio reviews, periodic rebalancing, as-needed financial planning updates and assistance with employer-sponsored retirement plans.

We're not an algorithm

The big difference between Four Ponds Investing and online-only investment platforms is that investment changes are implemented by a real person and not by an algorithm.

508-403-0395 | david@fourpondsfinancial.com