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The Compass Advantage:
An Extra Measure of Confidence

Experienced managers and greater personalized portfolio management. At Compass, these are just a couple good reasons to feel confident in your financial future.

Why have our clients chosen Compass – and why should you? In a word: confidence. Our clients are confident in their financial future for these very good reasons:

Custom Portfolio Management – Your investment portfolio will reflect your unique needs and goals. Working with a select group of clients allows us time to customize each portfolio.

Experience – Compass portfolio managers average over twenty years’ investment experience and have the support of highly-qualified associates. Each of us is committed to the highest standards of integrity, professionalism and responsiveness.

Investment Discipline – Our emphasis on high-quality individual stocks, bonds and mutual funds managed with a long-term perspective, is based on many years of successful practice through diverse economic and market conditions.

Results – You’ll benefit from our time-tested, disciplined approach to investing. Our strategy has produced desirable long-term results, reflecting a blend of growth and principal preservation.

Service – Each client works with a specific member of the portfolio management team. You’ll appreciate direct access to your portfolio manager, in-person review meetings and exceptionally responsive client service. We are devoted to our clients’ financial success and it shows.


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