A complete list of active advisors currently associated with Compass Capital Management Inc

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

Compass Capital Management provides discretionary and non‑discretionary investment management and financial planning to a mix of institutional investors (including corporations, corporate and public pension plans, Taft‑Hartley plans, and foundations) and individual clients, including high‑net‑worth households. The firm manages equity, fixed income, and balanced portfolios and also uses no‑load mutual funds and ETFs as part of client allocations. The investment process emphasizes fundamental research supported by computerized screening and oversight from an Investment Committee; the core equity strategy is a concentrated sleeve of approximately 25 mid‑to‑large‑capitalization growth companies, with a $2 billion minimum market capitalization at purchase. Fixed income portfolios target A‑rated or higher intermediate‑term bonds arranged in a laddered maturity schedule, and the firm supplements capabilities with selected external fund managers when appropriate. Noteworthy distinctions include a Boulder Asset Management division that maintains legacy client arrangements with a separate fee schedule for accounts established prior to July 1, 2025, and a client base that explicitly spans institutional plan sponsors as well as individual accounts. The firm’s ADV indicates it publishes hypothetical performance in its advertising materials, a practice that is relatively uncommon among multi‑team peers.

To learn more about the advisors currently working at Compass Capital Management Inc, 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.

You can also browse Compass Capital Management Inc's office locations.