Asset Management

 


 

We work with you to identify suitable portfolios of carefully researched mutual funds and exchange traded funds (ETFs).  There are risks associated with investing in the securites markets, including potential loss of principal.  Diversification does not ensure a profit or guarantee against a loss.


 

 


 

Compass Investments can offer you:


 

 


 


  • Traditional Mutual Fund portfolios - Portfolios selected using Modern Portfolio Theory techniques and fundamental analysis which are designed with diversification and overall rate of return in mind.
     


 


  • Retirement Income portfolios – We will help you structure your portfolio with the goal to generate the income yields necessary to sustain your retirement lifestyle. 
     


 


  • Exchange Traded Fund (ETF) portfolios - For many investors the liquidity, tax benefits and cost efficiency of ETFs make sense.  With Compass Investments, fundamentally managed portfolios of ETFs trade without transaction costs to the investor.   (Transaction costs are absorbed by Compass Investments. Clients pay only fully disclosed asset management fee)
     


 


  • Alternative Investment portfolios - Diversification of a portfolio is a key ingredient to weathering volatile markets. Compass Investments offers alternative investments including, but not limited to, oil & gas programs, commodities, REITs, timber and private equity.