Our Values

The core of what we do at Pathlight is provide personalized, prudent, and compelling advice to our clients in order to help them meet their goals and aspirations. We believe the strength of our culture, with its foundation built on putting clients’ interests above all else, is a key component to delivering a successful client experience. The promise of this experience includes, but is not limited to:

  • Providing financial advice
  • Maintaining direct and confidential communication
  • Developing an investment approach that is consistent with the objective of the client
  • Pursuing the highest standards of integrity and professionalism

We recognize that a firm is only as good as its people and culture. Because of this, we are focused on providing our employees with opportunities for growth and development along their personal and professional paths. Furthermore, Pathlight Investors is firmly committed to giving back to the communities in which we live through our volunteer time and resources.