We are committed to providing you the highest level of investment management and service.
- Our Mission
The mission of Jonathan D. Pond, LLC is to help individuals and families achieve lifetime financial security by providing expert, comprehensive investment and financial planning counsel.
- Singular focus
We are focused on investment management as well as financial planning for our investment management clients. We do not sell insurance products nor engage in banking.
- Preserve Wealth
While taking prudent risk is essential to achieving satisfactory investment returns, we are more concerned with preserving wealth than attempting to achieve unusually high investment returns.
- Client orientation
Our limited number of clients enables us to provide you with personalized and responsive service.
- Avoid conflict of interest
We receive no commissions or referral fees. We are compensated solely by our clients through fees based on a percentage of the assets we manage and/or by hourly fees for financial planning services.
We are not associated with a large financial institution that has to answer to its shareholders. This enables us to take a long-term investment view.
- Investments held by well-known and respected custodians
You will be reassured by the outstanding reputations and financial strength of the three financial institutions that provide custody services for your investments: Fidelity Investments, Charles Schwab & Co., and TIAA-CREF.
Getting Rich is Boring
Despite all of the infomercials and wealth seminars that purport to tell you the secrets of getting rich the truth is that getting rich is boring, and it takes time to get rich — decades for most of us.
You already know that the surest route to wealth is to spend less than you earn and invest those savings wisely. It's boring to be sure, but it's also almost a certainty that you will accumulate a sizeable amount of money over the years.
Moreover, as you are building your wealth, you'll be able to sleep well knowing that you'll have the financial wherewithal to meet any financial challenges that arise along the way.