The Compass Difference Your Trusted Financial AdvisorSM The Compass brand is a promise to our clients of trust and integrity. A promise that we are absolutely confident we can deliver. Clients can trust that their interests come first. It’s basic – maybe old fashioned – but what could be more important? We deliver a balance between the size and strength of world-class strategic partners with local responsiveness and personal attention. We are a company with consultative roots which filters throughout our culture. We know how to listen and deliver quality solutions to our client. Company Background – Compass Capital Corporation was founded in 1984 and is a SEC Registered Investment Advisor. – Compass has a Family Office focus with flexible investment options driven by an advisor lead investment process. – Compass has created a combination of domestic and international partners which allows us to service clients in unique capacities. – The firm has a disciplined process to invest client funds in portfolios that cross the risk/reward curve based on an in-depth profile. – 100% of assets are held at global custodians who provide all accounting, tax reporting and clearing. Strategic Partners Compass uses both domestic brokerage and trust companies and well as international partners to create a unique wealth management offering for its clientele. Our platform provides an integration that seamlessly combines portfolio management, trading and rebalancing, performance reporting, and fee management. Compass has additional institutional partners for fixed income trading, ETF portfolios, research and private investments.