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Credentials
CFA®
Experience Industry experience
14 years
Location
Remote
Gold Investment Management Ltd.
Team
Total advisors
1Clients per advisor
934 Very HighAvg AUM per client
$347,639 Very LowHNW client ratio
4% Very LowJonathon Gold is a CFA® charterholder with 13 years of industry experience. He has been with Gold Investment Management Ltd. since 2007. Gold Investment Management Ltd. provides discretionary portfolio management and investment supervisory services to individuals, pension plans, trusts, and business entities, managing approximately $409.5 million across about 833 accounts. The firm emphasizes fundamental analysis and IPS-driven asset allocation, utilizing ETFs, equities, bonds, REITs, and other debt securities, and employs both long- and short-term trading strategies, including margin transactions and options where appropriate.
Based on Gold Investment Management Ltd.
1.90% annually, negotiable
Account minimum: $100,000 (may be waived)
Texas · Washington
14 years of industry experience
Gold Investment Management Ltd. (152056)
2012 - Present • 14 years
Edmonton
Gold Investment Management Ltd.
2007 - Present • 19 years
Edmonton
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