As a fiduciary to our clients, Pathfinder Wealth Management provides investment management to its clients through the use of an account custodian. A custodian is a specialized financial institution responsible for safeguarding an individual’s financial assets. Therefore, Pathfinder can never have direct access to your money, and because of our size and our relationship with Matson Money, our clients have access to the lowest institutional rates offered by Charles Schwab.
Dimensional Fund Advisors
Dimensional Fund Advisors (DFA) is a no-load mutual fund company that brings financial science to the practical world of investing. DFA acts as a conduit between scientists and practicing investors by creating highly tax-efficient, structured funds through a select group of registered investment advisors.
To learn more about the origins of modern finance, and why DFA was founded. Please click on the following video:
AEGON is an international life insurance, pension and asset management company with businesses in over 20 markets in the Americas, Europe and Asia. Normally we DO NOT recommend annuities to our clients, if they do own one that is tax prohibitive to surrender, it may be possible to transfer it to an annuity at AEGON. They have a specific type of variable annuity that has NO commissions and NO surrender charges, and allow us to create an efficient portfolio due to the access of DFA’s mutual funds, which makes it consistent with our investment philosophy.
We are currently working with a few different trust companies that are sympathetic to the specific needs of our clients.