Investment Philosophy and Tools
We provide you confidence and discipline in your investments by working with you to prepare an investment policy statement. This document is the “roadmap” to achieve your goals and objectives within a specific range of risk.
Our investment philosophy is based on YOUR interests only. Your portfolio will be managed in a conflict-free manner to help provide you the most reasonable returns to achieve your goals. By actively managing your investments, communicating market and other financial information in a timely manner and meeting with you periodically, you will be confident in reaching your goals.
Different risks and opportunities are inherent in the various asset classes available in our portfolios. By analyzing your risk tolerance, time horizons and cash flow needs, we can allocate the investments in your portfolio among the various classes in a strategic manner.
Monitoring and Reporting
Your financial plan is actively monitored by our team of experts. By providing continuous monitoring, we may respond to changes in your lifestyle or the markets in an efficient and tactical manner.
Our customized reporting system provides you the most informative performance reports in an “easy to read” format. Online access may be utilized for clients who desire to review their portfolios at any time.
Our Client Relationship Team provides our clients with training to understand simple matters such as reading their custodial statements or more complex matters such as the method utilized in designing their portfolios. Leadership is important to Compass Capital Management. Your desire to stay aware of important tax law, economic and other changes will be met by our timely communiques.
The LifePlan Solution™
The LifePlan Solution™
The LifePlan Solution™ is a unique process to wealth management that assists clients in discovering, clarifying and documenting their financial goals and priorities. This unique process offers clients the understanding and importance of following their financial desires and reaping the tangible rewards of a written roadmap to their ultimate success in life. Our team at Compass Capital Management provides customized care and professional financial knowledge through The LifePlan Solution™ process.
Once your goals have been established, appropriate strategies to suit your vision and objectives will be customized using the following phases of The LifePlan Solution™:
Strategic Needs Snapshot™
This is your initial meeting with a member of our team. We will ask you to bring in a variety of documents and ask you several questions about your present and future goals, sort of like a “snapshot” of what your needs are.
The Solution Formula™
Based on the results of our Strategic Needs Snapshot™ meeting, we will develop your own personal Solution Formula™. During this follow up meeting with our team, we will determine your current financial status, review the appropriateness of risk management, determine suitability of your current financial investments, and establish the framework for your financial goals. We will review quantitative and qualitative matters to assemble the structure of your “solution.”
The Financial Roadmap™
This is the “implementation” meeting where one of our team members will clarify and simplify technical yet fundamental information on your Financial Roadmap™. You will experience specific action steps to help achieve your financial goals and address your specific concerns identified in Phase 1 with measurable tasks to provide confidence that you are on the right track.
The Connective Advantage™
Our team will provide quarterly/semi-annual interactive meetings and guidance to help keep you on track. Our only goal is to see you reach your expected results. The combination of your willingness to participate in the process and our Firm’s experience and guidance will result in a lifetime of achievement.
The Navigation System™
As with any journey, there will be challenges and sometimes unexpected blessings. Be assured, you will not face these circumstances alone. Our team will always be available to provide continued guidance during those times of decision-making and anytime adjustments to your LifePlan Solution™ are required. Your LifePlan Solution™ will always be your navigation map to your ultimate success.