We help our clients have all the pieces of their financial lives working together ni the most efficient way - Investments - Tax Planning - Insurance - Real Estate - Retirement Whether a business or an individual or family - we believe you cannot focus on one particular area of financial well-being without considering the other components.

PATHFINDER is a unique investment platform for individual investors and RIAs that blends the advantages of hedge funds with the affordability of ETFs while maintaining the transparency and control of separately managed accounts. Client funds are never commingled in a pooled vehicle, and you have the safety and security of having and controlling your own account at our custodian, Charles... Read More about Bhatt Innovation Capital LLC