Compass Capital
SEC Registered Investment Advisor
Overview
COMPASS’ investment advisory services combines a multi-custodial fee-based platform with technology that integrates all of the products and processes into a single system while accessing customized asset management services. The advisor retains all of the control and flexibility for his clients through state-of-the-art technology, research and portfolio management while supported by experienced operational and administrative teams.
At a Glance
- SEC Registered Investment Advisor
- Fee-based financial planning and investment management services
- Multiple custodial platforms – Raymond James / SEI Trust Company
- Cutting edge technology stack
- Advisors market and work under both the Compass Capital and private brands
- Chief Investment Officer and middle office services available for customized investment solutions