Pathlight Investors is a Registered Investment Advisor, 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 are not compensated on a commission basis. This aligns the firm and our advisors directly with our clients.
We are exclusively focused on providing personalized advice and idea-driven investment solutions. As Fiduciaries, we place our clients' interests ahead of our own and collectively share a clear understanding of who we work for, Our Client.
Our advisors average more than 20 years of investment industry experience working with a diverse set of clients ranging from young affluent families working towards financial freedom to retired professionals, divorcees, and widows now living off their assets. We lean on these collective real-life client experiences to deliver expert counsel and confidence to our clients
Communication & Transparency
Transparent and open communication delivered through innovative means is a hallmark of the Pathlight experience. We successfully deliver on this promise by:
- Being highly accessible and accommodative
- Delivering advice and insight through multiple channels including: face-to-face meetings, phone reviews, emails, videos and written commentary.
- Executing on a service-first philosophy that emanates throughout the firm.