A complete list of active advisors currently associated with Compass Group Investments Solutions LLC
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Vinci Compass provides discretionary and non‑discretionary investment advisory services and consolidated portfolio reporting to individuals, high‑net‑worth clients, family offices, trusts, and private investment vehicles. The firm also operates a dedicated alternative asset investment program and, upon request, will include non‑financial assets in consolidated reports while relying on client‑provided valuations. The firm customizes asset allocations and selects investment vehicles to pursue asset preservation and capital appreciation, using both its own due diligence and research from affiliated and unaffiliated providers. Its stated strategies span a broad set of instruments — equities, fixed income, commodities, structured products, derivatives and digital assets — and include hedging, leverage, short selling, relative‑value and arbitrage approaches as appropriate to client mandates. Noteworthy in the brochure is Vinci Compass’s ownership and common control with Vinci, a Brazil‑based alternative investment platform, and a network of affiliated investment managers across several Latin American countries, which the firm discloses as giving rise to cross‑border affiliations. The adviser is also affiliated with a broker‑dealer (CG Compass (USA) LLC), discloses its role in organizing and managing private investment vehicles, and notes the use of third‑party solicitors and client‑directed trades to its affiliate — arrangements the firm identifies as material conflicts of interest.
To learn more about the advisors currently working at Compass Group Investments Solutions LLC, 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 Group Investments Solutions LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 10
| |
Miami, FL
| 22
|
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