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Additional information |
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Compass Capital Management Inc. |
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Profile:
Founded:
1988
Management:
Principals are owners and active account managers
Experience:
6 portfolio managers offer clients 100 combined years of investment experience
Assets under management:
Over $900,000,000 in assets as of 11/30/16
Investment profile:
Stocks: Mid- to large-capitalization growth companies
Bonds: High-quality, Intermediate term
Mutual Funds: Utilizing no-load funds for special situations
Clients:
Individuals, trusts, foundations, endowments, retirement plans and others. |
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Overview:
You are here because you have a need
You also believe in having goals and working toward them. We share those beliefs, and we’ll work hard to help you address these needs and goals.
Compass Capital Management, Inc. founded in 1988, is a client-centered, fee-based asset management firm. We work closely with a select group of clients and invest carefully in quality stocks at attractive prices for long-term capital appreciation and quality bonds for principal preservation and income. We have found that this strategy minimizes risk while enhancing returns.
What makes us different from other firms? Unlike huge corporate investment firms, we're sized for more personal and responsive service. We're long on experience and big on tailoring each client's portfolio to their distinctive needs and goals.
If you expect outstanding service, custom portfolio management and time-tested performance, we think you’ll appreciate the way we work with you. What’s your vision of the future? We’ll help you get there.
How We Work With You
We’ll work closely with you and listen to your needs
Choosing your investment partner is a pivotal decision. We want to make sure we have your full confidence – and that the chemistry is right for both of us. Here’s how we’ll learn about your vision for the future, understand your needs and keep you informed.
Introductory meeting
You talk and we’ll listen – carefully. Tell us about your needs, concerns, and hopes for the future. Take your time. Then feel free to question us about our investment strategy and process, the advantages of working with Compass, our experience or our performance. The more we know and understand each other, the more effective our relationship will be.
Developing your investment strategy
Once you’re ready to work with us, we’ll begin our financial evaluation, determining your:
Investment needs
Risk tolerance
Time horizon
Tax situation
Return expectations
Our assessment will culminate with a written Investment Policy Statement: a clear roadmap of your specific financial goals and how we’ll help you achieve them. Finally, we’ll customize your investment portfolio together, using high-quality stocks, bonds and mutual funds and we’ll be happy to coordinate our efforts with your accountant or attorney.
Managing your portfolio
With your custom investment portfolio in place, we’ll actively manage and monitor your investments, meeting with you personally on a regular basis to report and discuss results. At Compass Capital, we’ll keep your goals foremost. |
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Toll Free:
+1 877 338 5221 |
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