Your Investment Sherpa
Hiring Compass Advisors is like having your own personal investment sherpa.
Sher·pa (shûr´pə) n. pl.: In modern times Sherpas have achieved world renown as expert guides on Himalayan mountaineering expeditions. Historically a member of a traditionally Buddhist people of Tibetan descent living on the southern side of the Himalaya Mountains in Nepal and Sikkim.
Okay, so we’re not from Nepal, but we are experts at investing and if you’ve got your own investaineering expedition in mind, we can help. Compass 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.
The Bottom Line = Yours
In short, Compass Advisors, LLC manages the institutional investment process. We distinguish ourselves in the financial world by performing all work in-house. We don't 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 bottom line by charting a course consistent with their unique financial agenda.
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.
Turn-Key Solutions
For those clients who have better things to do than mico-manage an investment portfolio, Compass offers a higher level of service. Our discretionary management services allow you to establish specific guidelines and objectives in an investment charter and then turn over the day-to-day management to our capable professionals. Compass does what it does best while keeping you up to date on all portfolio changes and performance, allowing you to spend your time doing what is you do best.
