About Us
Pontes Financial Group was founded by the late Steven Pontes on a simple principle: a company should base its success on the results it delivers to clients. From mortgage funds to wealth accumulation plans and real estate investments, PFG has delivered consistent results with a personal touch for 25 years. Along the way, our ongoing relationships with clients have made PFG a family as well as a successful company. Our dedicated and experienced team is deeply committed to building on Steven’s legacy to provide remarkable service for years to come.
Our Services
Investors have access to PFG's Mortgage Funds, which have consistently performed well regardless of market conditions. Our mortgage funds give investors an excellent opportunity for diversification. Our current offering is The Yosemite Mortgage Fund II.
In the Mortgage Lending arena, PFG is known as one of the West Coast’s most trusted and reliable private sources of special situation, real estate-backed loans. PFG has participated in funding over $250 million in a variety of real estate projects. While most lenders shy away from complex loan situations, we specialize in crafting creative financing solutions that suit each borrower’s needs. We are committed to the principle that all participants in the loan transaction—broker, borrower, and investor—should achieve their desired objective quickly, efficiently, and predictably.
PFG and our affiliates also offer a full range of Financial Services including Wealth Accumulation and Preservation, Disciplined Asset Management, Estate Planning, and Insurance Planning.
FACT #1: VISION

We are passionate about guiding clients
as they articulate their own unique vision that serves their financial future.
With a client's clearly defined objectives in hand, we then develop a financial
strategy devoted to delivering those objectives.
FACT #2: SUCCESS

We measure success by the consistent
results we deliver to our clients. In other words, your success is our success.
Our decisions and actions are guided by a commitment to this principle.
FACT #3: CONFIDENCE

Financial confidence comes from defining
specific goals, creating a strategy likely to achieve those goals, and making
decisions based on unbiased information. Because we rigorously monitor and
report the facts of each investment—and of your portfolio collectively—you
are empowered to measure your objectives against actual results.
FACT #4: EXPERIENCE

We have a proven track record going
back to 1982. With our disciplined value investing philosophy, we have navigated
all kinds of economic conditions, both good and bad. Regardless of what has
happened in the world or in the marketplace, we have consistently delivered
above-average returns.
FACT #5: RELATIONSHIPS

We deeply value our ongoing relationships with clients. For 25 years, we have dedicated ourselves to nurturing these relationships. Along the way, we have learned about our clients’ personal and financial dreams and helped them transform those dreams into reality.
FACT #6: INFORMED

PFG has invested in and developed
an infrastructure that closely monitors investment results. We believe that
financial decisions should always be driven by the most current facts, and
we go out of our way to inform clients and investors.
FACT #7: DISCIPLINE

It takes more than capital, infrastructure,
data, and strategy to be successful—you need the discipline to apply
your strategy day after day without succumbing to the trends and whims of
the marketplace. Our disciplined value-investing strategy has consistently
delivered above-average results.