Paul Curley at Pathway Investments, LLC has years of experience in the financial services industry. This experience brings wisdom to your investing experience, which involves opportunities for prudent research and advice for you and your investment portfolio.

 

Your investments through Pathway are no-load funds (there is no “sales charge” on your purchase of shares), which allows 100% of your money to begin working for you immediately in the market. Pathway charges a low flat-fee based on your total assets managed. Call (605) 427-0850 or email paul@pathwayinvest.com for a free brochure.

 

Included in your annual flat fee are:

 

• Opportunities to review your personal investment portfolio, as well as your non-Pathway accounts, on an annual basis with your Pathway Catholic Financial Advisor.

• Other miscellaneous financial planning needs such as: budgeting, retirement projection needs, charitable giving, etc.