We Hate Boxes
We don’t like to be boxed in by a canned list of services and we’re guessing that neither do you. That’s why we’ve gone to such lengths to avoid boxed software by writing our own systems. Below are some of the services we provide our clients that don’t fit in the box of normal investment consulting offerings. The investment world is constantly evolving, and so are the services we provide. Whatever your investment knowledge, analysis or service needs, we can help.
Transition Management
Moving is no fun (remember, we hate boxes) and it can be expensive. Like an iceberg, changing investment strategies entails costs that
hide below the surface. Our staff has years of practical expertise to help you navigate your transitions and minimize hidden costs.
Whether it’s moving between managers or reinvesting an entire portfolio, we can help.
Financial Planning
Sometimes your investment portfolio has several phases. Regardless of what phase your portfolio is in, accumulation, maintenance or
distribution, you need a plan. Compass can help you sort through your options and pick the best route to get you to your destination.
Asset/Liability Modeling
Most investment pools are intended to offset some present or future liability. Some liabilities are well defined, while others have a significant amount of variability, complicating the investment planning process and requiring sophisticated analysis. Compass possesses the actuarial expertise required to bring your liabilities into focus so you can understand whether that light you see is the end of the tunnel or an oncoming train.
Financial Analysis
Life is complicated. So are today’s financial instruments. Should you finance with fixed or floating rate bonds? What about an interest rate swap? Compass can help you put complicated financial decisions in perspective so you can make decisions with confidence.
Monte-Carlo Portfolio Projections
While we don’t have a crystal ball, our Monte-carlo Asset Projection System™ (MAPS™) is the next best thing. MAPS™ gives you the lay of the investment landscape by charting the course of your portfolio through thousands of simulated return, yield curve and inflation scenarios. Your portfolio management specfics are incorporated into each projection including anticipated cash flows, taxes and multi-level rebalancing. MAPS™ allows clients to compare results for different management practices as well as asset allocations and decide which combination results in the best success probability profile. For high-net worth clients, MAPS™ can even simultaneously project multiple portfolios with differing characteristics and planned transfers between them, including qualified savings plans, deferred compensation and stock option portfolios.