About Compass
COMPASS was founded over 30 years ago with an eye to the future of the independent advisor. The firm has evolved as the needs of the advisor have changed integrating new products, technology and investment management strategies. Today, COMPASS supports independent advisors with integrated services across the spectrum of business lines. COMPASS provides the organizational structure, technology and investment management support while maintaining high payouts for an advisor’s growing independent investment business.
What makes us different?
We are committed to providing high level organizational and operational technology in an integrated firm at institutional costs so that advisors can maximize their time growing their business and working with clients.
We understand the needs of the advisor and seek to provide in-house support along all lines of business within a flexible and customized environment that puts the needs of the client and advisor first.