Welcome to Compass Investment Advisors
Compass provides independent investment advice and planning options through high levels of client communication and service. Our clients chart a course for their retirement years by receiving unique investment advice with domestic and global insights. Services include a hybrid model of “fee-based”, “fee-only”, or “commission based” services.
Clients Receive:
- Custom tailored portfolio advice with a focus on income and growth
- An active portfolio management discipline allowing for flexibility during both up and down markets
- Consistent monthly (or as dictated by the client) calls with portfolio updates
- Face to face annual and/or semi-annual reviews
- Personal attention from a partner
Client Needs are Pursued By:
- Developing a plan designed to help ensure clients receive sufficient income to supplement other sources such as social security or pension income during retirement
- Using the most advanced research and analytical tools as aids in providing quality advice
- Maintaining a consistent world view considering both macro and micro events and how they can affect your retirement assets
Clients Gain Access to High Quality:
- Fixed income instruments such as government bonds, corporate bonds, convertible bonds, and preferred stock
- Equity securities primarily from companies able to provide a consistent dividend
- Exchange Traded Funds (ETF's)
- Mutual funds
- Annuities to guarantee income during retirement
As independent advisors we have access to thousands of investment options. We invite you to view our site and to contact us with any questions that arise, and wish you the greatest success in all of your endeavors.