Background
Compass Advisors, LLC was established in 1991 to (i) consult with clients on the selection, coordination and monitoring of clients' investment adviser(s) and other investment service providers, (ii) manage and supervise client assets on a non-discretionary basis and (iii) provide investment advice to clients.
Compass is a registered investment adviser with the US Securities and Exchange Commission under the Investment Advisers Act of 1940, with a global client base ranging from multi-national corporations, managers and trustees of public and private pension plans to foundations, family businesses & corporations, endowments, not-for-profit organizations and high net worth individuals.
The Compass family of companies includes CAI Compass Institutional Services, LLC (a directed brokerage business), Compass Global Investors Limited (a manager of proprietary investment funds), Compass Financial Services (BVI) Ltd. (an institutional investment consultant), Compass Services Europe, SA (a company administrator) and Compass Analytics, LLC (a performance measurement and reporting services provider).
Form ADV
Below you can download the most current version of our Form ADV, Parts I & II:
Why Compass
Performance
We’re fanatical about your performance. Everything we do is geared toward enhancing it. While there are no guarantees with investing, we do all we can to increase your odds of winning. We’ve even measured our own past performance. Check it out under RESULTS.
Back Seat Drivers
We’re not just along for the ride. We assume that our clients want us to tell them how to drive their portfolios toward success. We won’t wait for you to ask us for directions. If we think you’re headed the wrong way or should hire a new manager, we’ll tell you.
Your Pit Crew
As a client, our team of skilled professionals is at your disposal. Whether it is setting up an account at a trust, or helping you liquidate a stock at the best price. With Compass, excellent advice and cutting edge reporting are just the beginning. How can we help you?
Gear Heads
Our ability to apply advanced mathematics to investment issues allows us to separate facts from appearances, dissecting and testing the latest investment ideas to distinguish fads from those that truly add value. All of our systems are proprietary, meaning that we understand the mechanics behind the statistics they generate and how they apply to the management of your portfolio.
High Mileage
Yeah, we’ve been around the block a few times, not to mention the globe. We’ve been doing this for almost twenty years and our people log thousands of miles every year circling the planet to make sure your good managers stay that way and to find new ones for your portfolio.