Time is taken to assess each client's needs, goals, time horizon and appetite for risk.
We believe that these factors support our clients' goals for successful investing. Compass is an investment advisor that seeks to deliver consistent long term performance through uniquely constructed asset allocation portfolios. Studies have confirmed our belief that the overwhelming determinant of success in an investment strategy is not which specific securities or funds were included but how the assets were divided among the asset classes. We then select individual fund managers who have demonstrated a consistent ability to outperform their investment objective peers. Compass' professional staff reassesses its allocation and manager commitments at least quarterly and makes changes to the portfolios under its advisement as warranted.