We are an independent and client-centric investment advisory firm in continual pursuit of meeting the varied needs and goals of those we serve.

The firm’s partners and professional staff are focused on providing personalized advice and idea-driven investment solutions and will continually strive to achieve the highest possible standards in all facets of what we do on behalf of our client relationships.

We formed Pathlight Investors with many fundamental beliefs, core philosophies and aspirations, but only one mission: "To preserve our clients' assets while working to grow their investments through consistent, thoughtful and disciplined management."