Customized solutions designed for high net worth individuals, families and foundations handling discretionary portfolios.

Committed to identify and provide the best investment ideas and opportunities, offering a diversified portfolio which can reduce investment risk and increase the probability of meeting client’s long term financial objectives. Within its Private Wealth Management, Compass Group LLC offers Investment Advisory services and Family Office services.

Investment Advisory

The objectives and requirements of our clients are translated into client tailored investment portfolios that cover different markets and risk/return profiles

Approach:

The relationship begins by working closely with the client to identify long term goals and risk tolerance. Thereafter, Compass does the following for the client:

• Portfolio construction and managers/fund selection
• Review and optimization of performance and risk
• Continuous monitoring and tactic rebalancing

Family Office

Compass offers integral solutions by centralizing financial services and by managing the multiple portfolios for the client.

Services:

• Asset Management
• Strategic Vision
• Institutional experience and generation of investment ideas
• Analysis and consolidations