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We aim to grow real portfolio value over time, ahead of inflation and taxes. We seek to invest in high-quality stocks at attractive prices for long-term capital appreciation and high-quality bonds for principal preservation, liquidity, and predictable cash flow. It takes discipline and experience to forego speculative short-term gains in favor of greater long-term returns. Discipline—guided by experience—are the cornerstones of our successful investment strategy. By choosing investments that clients can hold over time, we help build long-term wealth while protecting principal.

We evaluate thousands of companies, but only the 25 that rate our highest level of confidence enter the Compass portfolio. We seek growing companies with strong cash flows and balance sheets that will continue to outpace the market regardless of economic conditions. By selecting stocks with a diverse product and geographical sales mix, we strive to build portfolios with reduced risk. Digging deeper, we scrutinize each company’s management team, seeking strong, visionary leaders that have demonstrated expertise in leading their businesses through changing landscapes and geopolitical events.

We use bonds to preserve wealth and provide stability to your portfolio. Where other firms invest in bond mutual funds or high yield bonds, we simply refuse. We only invest in high-quality bonds with individual maturity dates to provide a predictable income, regardless of market conditions.