Pathstone is a partner-owned, independent Registered Investment Advisor with deep roots in environmental, social and governance (ESG) analysis and expertise in mission- and values-aligned investing. We provide highly customized investment advisory services to foundations and other nonprofit organizations, families, and family offices. Our mission is to create true partnerships that foster sustainable financial health and support our clients’ specific needs and goals. Pathstone is a Certified B-Corporation.
Our mission is to provide responsible stewardship of client assets to achieve client goals, including security, growth and impact. We serve our clients through customized separate account management as well as a suite of mutual funds with comprehensive environmental, social and governance criteria.
