A complete list of active advisors currently associated with Compass Capital Corporation

Warmer can help you find a great advisor at Compass Capital Corporation or one who fits your needs even better.

Compass Capital Corporation provides portfolio management and financial planning to a mix of individual clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary and non‑discretionary asset management, plus limited stand‑alone financial planning billed on an hourly basis, and operates as a fee‑only investment manager. The firm’s investment process centers on asset allocation and efficient‑frontier portfolio optimization supported by investment‑analysis software, with portfolios typically built from ETFs, mutual funds, individual equities, fixed income and cash equivalents. Compass may delegate specific styles to sub‑advisors, accepts limited trading discretion to implement client objectives, and provides retirement rollover guidance consistent with its fiduciary obligations under PTE 2020‑02. Compared with many peers, Compass is part of a holding company structure that includes an institutional‑only FINRA broker‑dealer and an insurance agency, and the adviser discloses that some adviser representatives are also registered representatives of the affiliated broker‑dealer. The firm also has an affiliated legal services entity through which legal services are offered as an outside business activity, while client assets remain held at independent custodians and Compass does not act as a custodian.

To learn more about the advisors currently working at Compass Capital Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.