Why Pathlight Investors

Independent
 
Pathlight Investors is owned and operated by the company's Founders and unaffiliated with a large bank or brokerage company.  We are a fee-only investment firm and do not sell banking, insurance, or outside products.  We are exclusively focused on providing sound financial advice and prudent investment management.  As Fiduciaries, we place our clients' interests ahead of our own.

Direct-to-Manager Business Model
 
Pathlight's Direct-to-Manager business model allows our clients to work directly with the team responsible for the day-to-day management of their assets.  This is uniquely different than most advisors, brokers, and planners that outsource day-to-day responsibilities to mutual fund or separate account managers.  By going direct, clients have unencumbered access to their manager, can be certain their objectives are understood, and save money by removing a layer of fees.
 
Proven Results

Pathlight Investors has been successful in managing client assets to accomplish three primary objectives: (1) Protection of Capital (2) Long-term Growth and (3) Rising Income.
 
Experience

With over 55 years of collective investment experience and a diverse set of experiences, the investment team has managed assets in all types of markets.  Our decades working with clients are supported by an operational team with 35 years of combined experience.  The entire Pathlight Team works hard to provide a professional and positive experience for all clients.