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About Compass

Founded:
1988

Management:
Principals are owners and active account managers

Experience:
6 portfolio managers offer clients 100 combined years of investment experience

Assets under management:
Over 1 billion in assets as of 6/30/17

Investment profile:
Stocks: Mid- to large-capitalization growth companies

Bonds: High-quality, Intermediate term

Mutual Funds: Utilizing no-load funds for special situations

Clients:
Individuals, trusts, foundations, endowments, retirement plans and others.


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