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Jonathon G
CFA®
Remote
Gold Investment Management Ltd.
Jonathon 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.
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