Investment Process
Compass maintains flexibility and independence in the portfolio management process by integrating institutional expertise to the process through both in-house and independent resources accessed exclusively through the Compass relationship.
The Investment Process is driven by:
- Financial Planning and Client Specific Needs
- Individual Investment Policy Statement
- Actively Managed Portfolios
Compass assets are primarily invested in one of three processes:
- Institutional Portfolio Models
- Compass Investment Models
- Advisor Customized Portfolio
Research and Management
We have access to an open architecture of managers in all asset classes using technology that integrates all facets of the process including planning, portfolio construction and proposal, implementation and trading, aggregation and performance reporting.
Customization
Customized portfolio designs are offered with ongoing trading, monitoring and rebalancing.
Middle Office Support
Compass has access to operational and administrative support for their middle and back office operations.
Scalable Resources
Compass has direct access to our Chief Investment Officer and a highly advanced team of researchers and analysts
Platform Flexibility
Advisors are given the ability to manage assets and operate on multi-custodial platforms. We also provide institutional pricing and access to the Envestnet platform.
