Unlike most wealth management firms, banks, and brokers who answer to a single chief investment officer, we employ a round-table approach. All Compass Capital investments are thoroughly vetted by our experienced six-member portfolio investment team and selected by a unanimous vote. We employ the same investment discipline for clients, employees, and owners. Each member of our team is invested alongside our clients.
We believe an attentive investment team, high-quality investments, and a disciplined strategy will result in greater security, consistency, and stronger long-term returns. Learn why our portfolio managers are so passionate about what they do, and why our clients are so confident in their financial futures.
