Individuals
COMPASS was established for discerning individuals and families like yours.
We assist you in formulating your financial goals and then creating an appropriate plan to achieve them. Our innovative Wealth Management Solutions integrates your ongoing needs into one customized, cost-effective program.
Companies
Companies benefit from our extensive investment con-sulting experience.
COMPASS is engaged by companies to meet their investment management or consulting needs for corporate assets, as well as assist in meeting their fiduciary responsibilities as sponsors of corporate retirement plans.
Media
We can provide you with an engaging speaker for your next event.
Louis E. Conrad II, CFA, president of COMPASS Wealth Management, LLC, is available for speaking engagements nationwide. He also writes articles on investment, financial planning, and economic topics for publication.
“ I take pride in offering expert financial advice along with personalized service.
Assisting you in reaching your financial goals is my business and
I take that responsibility very seriously.”
Louis E. Conrad II, CFA, President
ABOUT COMPASS
COMPASS was founded by Louis E. Conrad II, CFA in 2000 and serves clients along the Eastern Seaboard.
An experienced investor, Lou formerly managed a top performing mutual fund.
Lou was previously the Director of the Fund Analysis & Research Group at Fidelity Investments.
COMPASS UPDATES
In 2012, for the third consecutive year, Lou was named a FIVE STAR WEALTH MANAGER℠.
Cynthia Savitt joined COMPASS as an associate.
The American Association of Individual Investors (AAII) added Lou to its national speakers bureau.
Putnam Investments invited Lou to join its newly created RIA Advisory Council.
MEDIA EVENTS
"Behind the Curtain," an exposé on the mutual fund industry, has been presented to audiences in MA, CT, and FL.
"Retirement Reality," a review of the challenges in preparing for or living in retirement, has been presented in MA.