Welcome to Compass Investments & 1031 Exchange.  We are an independent asset management firm that specializes in 1031/TIC Exchange solutions.
 

Our 1031 department is highly specialized in an ever expanding niche marketplace.  We are positioned to quickly help you with your 1031/TIC exchange so that you may complete your exchange under IRS guidelines.  Through our programs, investors have the potential to defer up to 100% of taxes due upon the sale of their property.  The opportunity also exists to move into a passive management position, relieving you from the day to day hassles of active property management. 

 

Through quality service and honest, transparent investment management, Compass Investments pursues risk-adjusted returns and seeks to build well established financial relationships.  Compass Investment's philosophy is to seek to preserve capital and deliver investment gains by creating diversified portfolios using mutual funds and exchange-traded funds (ETFs) to help meet your investment objectives.  We then manage the portfolios through periodic rebalancing and an ongoing search for investments that have the potential to best contribute to your portfolio's risk-adjusted returns.


 

Please take a moment to navigate our website.  You will find two distinct sections...1031 Exchanges and Asset Management.  Please call us directly for the fastest service or to speak in more detail about any topics on our site.  Our toll free number is 877.298.1031.


 

 


 

 


 

 


 

 


 



 


 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Oil's Above-Ground Problems

It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

More Newsletters →