At our first meeting, we will take care to learn about you and your goals. We can meet with you at your home or office, at a time that is convenient for you. COMPASS strongly believes that the key to your long-term financial success is establishing a relationship of trust and ongoing dialogue with us. Based upon our conversations and information supplied by you, we jointly identify and define your lifestyle objectives, long-term financial needs, and personal goals.
Financial planning issues that arise from this process are addressed accordingly, including retirement, tax, stock option, gift, and estate planning, education funding, and risk management issues.
COMPASS then designs and recommends a customized and diversified investment strategy that balances your objectives with your risk tolerance. Our disciplined investment approach is centered on asset allocation and diversification - this approach limits risk while seeking superior returns. Your goals and objectives, your investment time horizon, and your risk profile dictate how we allocate and diversify your assets. Depending upon your portfolio's size, we select mutual funds or separate accounts appropriate for your circumstances.
Your investment portfolio gains the advantage of our industry contacts and access to money managers. We make informed decisions about your portfolio's holdings - information to which many are not privy. To insure quality, we select only investment managers who meet our strict criteria for superior and consistent performance. We diligently monitor ongoing developments and make prudent adjustments as necessary.
Among the criteria that COMPASS Wealth Management, LLC favors when evaluating investment managers:
Long-Standing Manager or Management Team
- Superior and Consistent Raw, Risk-Adjusted, and Tax-Adjusted Returns
- Consistent Investment Style
- Diversified by Sectors and Holdings
- Manageable Asset Base and Asset Growth
- Low Expense Ratio
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