Compass Capital Corporation

Compass Capital Corporation is an SEC Registered Investment Advisor founded in 1984, offering personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm specializes in fee-only financial planning and investment management, without receiving commissions for selling various financial products. Clients have full control over their assets, with trades executed under a limited power of attorney. The firm provides tailored relationships based on client goals and objectives, offering services such as financial planning, investment management, tax planning, retirement planning, and estate planning. Investment strategies are based on asset allocation and efficient frontier portfolio optimization, with a focus on risk management. Clients are advised on potential investment risks, including interest-rate risk, market risk, inflation risk, and liquidity risk. The firm does not engage in performance-based fees and acts as a fiduciary when providing retirement account rollover advice. The professionals at Compass Capital Corporation hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), ensuring high standards of expertise and professionalism in financial planning and investment management.