Jonathan D. Pond, LLC's investment monitoring services are utilized by:

1. Those who make their own investment decisions but who would like to have a periodic (typically semiannual or annual) analysis and review of their investment holdings and diversification.
   

2. Those whose investments are managed by other institutions but who would like a periodic "second opinion" of their investment holdings.

The first stage involves a detailed analysis of a client's current investment holdings resulting in recommendations on both individual holdings and overall portfolio diversification.

Thereafter, client holdings are maintained on our computer system and updated whenever a cient requests a subsequent review.

The cost of an initial review typically ranges from $1,500 to $4,000 depending on the number of accounts and holdings.  Thereafter, update analyses generally run about 60% of the cost of the initial review.

For more information or to schedule an in person or telephone appointment, call Jonathan Pond at (617) 243-0020