Ethical
A solid reputation in the investment business can only be built over time by consistently providing superior results and excellent client service while always acting honestly and ethically. At Pathwise Financial, we ensure that all our interactions with clients are handled in a highly professional and transparent manner. We also strongly believe in and steadfastly adhere to best business practice standards. Our excellent performance record with financial regulators has been impeccable and routine audits over the years revealed no issues regarding the manner in which we manage our business.