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Investment Management

Financial Compass Corporation is a Registered Investment Advisor that provides financial advisory and investment management services to professionals, business owners, individuals, and families. Fees are determined on a client-specific basis and are offered as a percentage of client assets.

Who Benefits:

This service benefits those clients who wish to delegate the daily activities of monitoring, trading, and tracking their investments.

Types of Investments

We will manage, coordinate, and monitor all of your investment accounts including personal investments, 401k plans, pension plans, IRA plans, and college savings plans.

Specific securities that may be utilized include (but are not limited to):

  1. Mutual funds - no-load, low cost, institutional class portfolios, and exchange traded funds (ETF).
  2. Stocks
  3. Bonds

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Bring Your Future Into View.