Helping To Determine An Effective Course Of
Action
Compass Advisors, LLC offers a comprehensive set of investment management
and consulting services for corporations, fund managers, trustees,
pension and retirement funds, foundations, endowments, non-profit
organizations and wealthy individuals. Compass also offers clients
the option of full discretionary account management of their assets.
In short, Compass Advisors, LLC manages the institutional investment
process. Compass distinguishes itself in the financial world by performing
all work in-house. Compass does not depend on third-party providers
for research, analysis, asset allocation or advice. The Compass goal
is uniform and simple: Add value to each client's asset base by following
a course of action consistent with their own particular financial agenda. |
As Investment Advisors
• Develop Policy Statement
• Asset Allocation
• Select Manager
• Monitor Portfolio
• Evaluate Performance
• Proactive Advisory Meetings
On Custodian of Assets
• Search & Selection
• Operational Interface
• Securities Lending
• Reconciliation With Third-Party Providers
• Recordkeeping
• Legal Counsel
• Auditor
• Actuary Additional Services
• Develop Policy Cost/Benefit
Analysis
• Commission Recapture
• Asset/Liability Modeling
• Financial Planning
• Participant Seminars
• Income Projections Full Discretionary Management Services Are Also Available |
We Provide Service, Not Just Services At Compass, we gauge our performance not just on the growth of our
clients' investment portfolios, but also on the level of service we provide.
Our people work as a team to meet the needs of our clients and bring
the best we have to offer to each specific situation. We strive to be
much more than a data provider. We are intent on the success of our clients. |
