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Why Compass Asset Management

Compass has provided consistent and thoughtful advice since its founding in 1997.  Compass employees have over 100 years of collective experience in the financial services industry.  We’ve managed our clients' assets in the best and the worst of times. 
We pride ourselves on being able to manage portfolios to meet a wide range of investment objectives from the very conservative to the highly aggressive.  This allows you to select the portfolio that meets your needs and to modify it as your objectives change.
Some advisors tout their consistency by showing the past returns of their currently recommended funds, ETFs or sub-advisors. Often, they are just cherry picking what worked last year, not showing their actual performance.  Compass doesn’t use outside managers or mutual funds. We have managed money for our clients in the same way since our founding and our record is available for examination.

Our goal is to create a life-long partnership with our clients where we always put their best interests first.
Honesty is an investment advisor’s most important attribute.  We have complete transparency with our clients and zero conflict of interest.  Our fees are fair and clearly stated and we only promise what we can deliver.
Personal Service
It may take years to prove to clients that they have made the right decision in trusting Compass with their assets, but the level of service will be evident immediately. Our service team has decades of experience. They get to know each client. They are knowledgeable, and they have complete authority to solve any problem.