COMPASS FINANCIAL SERVICES

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Why Index Funds?
Controlling Costs
"Fee-Only" Advice
Risk Management

Investment Management

Compass will:

bulletwork with you to outline a personal investment strategy.
bulletdesign your asset allocation.
bulletselect your investments.

Compass will continue to:

bulletposition your investments.
bulletadjust investment portfolios as needed.
bulletmake changes when your personal situation changes.

Compass applies portfolio theory to:

bulletfind the optimal combination of funds for your portfolio.
bulletprovide maximum return for your preferred level of risk.

Compass does not take custody of your investments. We open your investment account in your own name with a well-known investment company. You will receive quarterly statements and an 800-number for daily updates. Online updates are also provided.

Consultation Planning Management

 

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