OVERVIEW
WHITEPAPERS
PERSPECTIVES
CASE STUDIES
Digging Deeper
Compass research comes in three flavors which we have summarized below.
Whitepapers
Our Whitepapers explore a variety of topics related to investing and portfolio management and provide investors with the detailed reasoning and statistics that inform many of our professional practices. [However, they are highly technical and data driven, making them a difficult read for inexperienced investors.]
Perspectives
When market events warrant, we strive to offer our clients a little perspective. These pieces are generally tied to a specific market event and attempt to inform investors as to its origins and what we consider to be the appropriate course of action.
Case Studies
Our Case Studies provide clients and prospects a look into how we work with different types of clients. The situations and outcomes discussed are real, although client names have been changed to maintain their privacy.