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Pathstone

Built on a strong heritage of independent thinking, Pathstone Federal Street stands by and for unbiased advice. Pathstone takes their responsibility to act in the best interests of their clients very seriously, ensuring transparency in their firm, they offer families and institutions the reassurance of longevity and expertise in managing long-term mandates. Pathstone views all their clients—individuals, family offices, and nonprofit organizations—through an objective lens. Their aim is to build goal-oriented investment portfolios that reflect specific situations. To become and stay informed, they meet with clients regularly to maintain an understanding of their specific needs and priorities as they evolve.