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Portfolio Pathway News

Trustmont Group selects Portfolio Pathway to provide enterprise portfolio reporting and aggregation solutions to advisors.

Greensburg, PA and Naperville, IL – June 20, 2012. Trustmont Group has selected Portfolio Pathway, LLC to provide wealth reporting solutions for advisors at the Broker Dealer. Additionally, Portfolio Pathway will provide Trustmont Group with enterprise compliance reporting. Advisors at Trustmont now have access to performance reports on accounts at the Broker Dealer, as well as accounts held away. Additionally, users can leverage a flexible billing and optional payout system, a branded client portal and consolidated household statements.

"Portfolio Pathway delivers a comprehensive view of the client’s overall portfolio in a very organized manner." said Anthony Hladek, COO of Trustmont Group. "This easy to use, online system will provide our advisors a robust reporting solution while streamlining our internal compliance and operational reporting."

"We are excited to partner with Trustmont Group and believe our system will provide their advisor’s with a set unique tools to help manage their client portfolios." said Dave Miller, CEO of Portfolio Pathway." We believe our system will enhance both the advisor, and the end client’s experience while assisting in the continued growth of their business."

About Trustmont Group
The Trustmont Group is an SEC Registered Investment Advisor and a Broker/Dealer. The Trustmont Group provides personal, trusted guidance to registered representatives and advisors—our clients. We know our success is based on our registered representatives’ and advisors’ success, so we strive to ensure that they have access to our strategies, tools and support to help them succeed.

Contact information:
Anthony C. Hladek

About Portfolio Pathway
Portfolio Pathway is a leading provider of web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio modeling and a branded client portal. For more information about Portfolio Pathway, visit

Contact Information
For Portfolio Pathway:
Anthony Valente
800-970-9080 x102