Years in business.
Experience matters.
Over $2 billion in assets under management.
Aligned interest, we invest right along side of you in the same strategy.
High quality stocks equally weighted.
BEST-IN-STATE WEALTH ADVISORS
2023-2024
TOP 1200 FINANCIAL ADVISORS
2016-2024
FIVE STAR WEALTH MANAGER
11 Years
2012-2023
LARGEST RIAS AND FASTEST GROWING FIRMS
2019
NEXT GEN WEALTH ADVISORS
2018-2019
TOP 100 INDEPENDENT FINANCIAL ADVISORS
2021-2024
BEST PLACES TO WORK
2019-2021
Please click here to view specific information regarding third party rankings, which take into account a variety of factors in determining awards, including AUM, compliance history, and interviews.
We cultivate enduring partnerships with our clients. Our investment philosophy centers on identifying exceptional individual stocks poised for long-term growth at compelling valuations. To complement this, we strategically allocate to high-quality bonds for capital preservation, liquidity, and consistent income generation. Our disciplined approach is designed to weather economic storms and market volatility, delivering robust returns while safeguarding your assets.
Our experienced portfolio managers excel at building deep, personal relationships with a limited number of clients. This exclusive focus allows us to provide unparalleled attention, direct access, and personalized service. Expect prompt responses, in-depth portfolio reviews, and a genuine commitment to your financial goals. Our core values – trust, integrity, passion, discipline, and transparency – guide every decision we make. Your success is our ultimate measure of achievement.
Compass Capital was established from the conviction that true client focus thrives in an independent environment. Unlike banks or broker-dealers, we operate without conflicts of interest, driven solely by your financial well-being. As unwavering fiduciaries, our commitment to your best interests is absolute.
One of the many strengths of Compass Capital is the depth of our team. Over the past several years we have invested in building an even deeper team of professionals by working to identify and grow our next generation of talent. One of these talented individuals is Chris Nuth, CFA. Chris joined Compass in 2017 […]
ViewNow that the calendar has officially turned to 2024, we have entered Wall Street’s version of the Olympics. Every 4 years, Wall Street pundits and political strategists present on television, podcasts, and other forms of media to breathlessly tell investors what it will mean for their portfolios if the Republican or Democratic candidate for president […]
ViewOver the past 18 months or so, much has been written about the Federal Reserve interest rate increases that have been implemented to control inflation. Most of the print and television coverage of these rate increases has focused on the possible negative ramifications of this policy. Indeed, the impact of the total increase of 525 […]
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