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How We Work With You

We’ll work closely with you and listen to your needs

Choosing your investment partner is a pivotal decision. We want to make sure we have your full confidence – and that the chemistry is right for both of us. Here’s how we’ll learn about your vision for the future, understand your needs and keep you informed.

Introductory meeting

You talk and we’ll listen – carefully. Tell us about your needs, concerns, and hopes for the future. Take your time. Then feel free to question us about our investment strategy and process, the advantages of working with Compass, our experience or our performance. The more we know and understand each other, the more effective our relationship will be.

Developing your investment strategy

Once you’re ready to work with us, we’ll begin our financial evaluation, determining your:

  • Investment needs
  • Risk tolerance
  • Time horizon
  • Tax situation
  • Return expectations

Our assessment will culminate with a written Investment Policy Statement: a clear roadmap of your specific financial goals and how we’ll help you achieve them. Finally, we’ll customize your investment portfolio together, using high-quality stocks, bonds and mutual funds and we’ll be happy to coordinate our efforts with your accountant or attorney.

Managing your portfolio

With your custom investment portfolio in place, we’ll actively manage and monitor your investments, meeting with you personally on a regular basis to report and discuss results. At Compass Capital, we’ll keep your goals foremost.

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