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What Sets Compass Financial Advisors Apart?
We believe that the CFA approach to asset management allows us to deliver strong, consistent results built in our global resources and relationships, thoughtful analysis and research as well as effective risk management.
Investment Policy Committee and Procedures
One of the core strengths all advisors should be talking about with clients is our Investment Policy Committee. The committee meets and develops an investment strategy every quarter based on-past, current, and anticipated-market, economic, and political factors. Our best thinking comes together to establish a framework of investment direction, which our advisors use to keep clients on course, safely. This process is an established routine of CFA which assures our clients are dealing with an investment professional. The recommendations of the committee, and subsequently of our advisors, are based on intelligent thought, research and experience. Our emphasis on research stems from a belief that careful gathering of information and perspectives leads to informed decision making and helps achieve our objective of solid, consistent returns over time. We develop strategies for portfolio construction to implement the asset allocation best suited to a client's needs. Taking into account current market conditions and economic trends, we review each client's portfolio on an ongoing basis and evaluate possible adjustments.
Regional Relationships
Our offices are based in Indiana, South Dakota and Pennsylvania. CFA teams offer access to portfolio management around the country. Through face-to-face meetings, we gain understanding of client locales, cultures, goals, and objectives and develop long-term relationships.
Risk Management
Our objective is to consistently deliver favorable returns compared to the market. Our clients look to us to manage risk effectively and to generate performance consistent with their tolerance to risk and their goals as outlined in the Investment Policy Statement established in the meetings between our financial advisors and clients. CFA offers access to a wide range of mutual fund portfolios and other asset management products, along with specialized services for all sizes of investors.
Strategic Planning
We evaluate each client's needs and preferences by determining spending and lifestyle requirements, anticipated large capital expenditures, philanthropic interests, and desire for generational wealth transfer.
Strategic Asset Allocation
Our process weighs investment opportunities across national and global assets and among a diverse range of asset classes. Our approach to asset allocation involves implementing a framework that measures the trade-offs between risk and reward. Thus, we are able to provide the appropriate level of portfolio diversification. At any time, we may recommend tactical shifts within a portfolio in order to capitalize on current investment opportunities.
Learn more about a Fee-Based Approach, Wealth Management Solutions and Fee-Based 401(k)
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