PathMont Investment Management

PathMont LLC provides discretionary investment supervisory services and individual portfolio management to a small client base that includes high‑net‑worth individuals, charitable organizations, and corporations, managing approximately $169.7 million across about 25 client relationships. Services are delivered through ongoing, client‑specific planning that identifies objectives, time horizon, risk tolerance and liquidity needs to build and monitor individualized investment policies.

The firm’s investment process emphasizes asset allocation and long‑term purchases and may employ options strategies — including covered calls and spreading strategies — for income, hedging, or tactical exposure. Accounts are managed on a discretionary basis with at least quarterly reviews, and custody and trading are typically executed through Schwab Institutional under client custody arrangements the firm recommends.

Noteworthy features include the formal acceptance of charitable organizations as clients, a less common client segment among independent advisers, and a relatively small number of relationships that results in a high assets‑per‑client concentration compared with many peers. Operationally, the firm does not vote client proxies and may be deemed to have custody when clients grant standing transfer authorizations, items prospective clients should consider when evaluating the adviser.