Portfolio Pathway is Trustmont's approved web based system for consolidated statements and performance reporting. It provides a complete view of your client(s) direct or brokerage accounts, Morningstar driven classification/asset allocation, daily time weighted return calcuations, and a client portal.

If you are interested in utilizing the Portfolio Pathway system or would like demo log in information, reach out to Lacey Dochinez   

  • Click Here for Portfolio Pathways YouTube Instructional Videos
  • Click Here for instructions on how to set your client up with Portfolio Pathway access