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Our investment recommendation process starts with understanding your goals, risk tolerance, need for income, tax situation, and time horizon.

PFA’s investment philosophy is grounded in Modern Portfolio Theory which is backed by Nobel Prize winning research. We use this knowledge of market returns and risk to develop an asset allocation that fits your situation. Asset allocation has been shown to be the single most important factor in long term performance. Examples of asset classes used include large cap stocks, small cap stocks, value stocks, foreign large and small cap stocks, emerging market stocks, REITS (real estate investment trusts), and bonds. While you must take some risk to achieve a given return, by using a diversified allocation you can avoid taking unnecessary risk. We believe sticking to an asset allocation over a long time and not attempting to guess where the market is headed is the right way to invest.

PFA recommends low expense ratio index mutual funds and ETF’s (exchange traded funds) for the implementation of your investment allocation. This keeps more of your gains in your pocket and minimizes taxes.

Pathfinder Financial Advisors LLC is a Fiduciary
As a Registered Investment Advisor in Idaho, PFA is held to a fiduciary standard. Here’s the definition:

fi•du•ci•ar•y – A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor is to be compensated and any corresponding conflicts of interest.

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