Compass Investments LLC

Compass Investments, LLC, established in August 2006, is a registered investment adviser based in Pittsburgh, PA. The firm caters to a diverse client base, including military personnel, artists, business owners, and high-tech professionals. Led by sole owner Olivia Knecht, the firm's advisors offer personalized asset management services tailored to individual client needs and goals. Clients have the option to grant Compass Investments discretionary authority over their accounts, allowing the firm to make investment decisions without prior approval. Asset management fees typically range from 0.50% to 1.35% annually and are debited directly from client accounts. The firm does not receive commissions or fees from investment product providers, ensuring alignment with client interests. Compass Investments emphasizes a client-centric approach, focusing on risk tolerance, investment goals, and client involvement preferences. The firm employs a variety of investment strategies, including fundamental and technical analysis, to manage client portfolios. Clients are advised on potential risks associated with investments, such as political, market, currency, regulatory, and tax risks. Compass Investments recommends Charles Schwab & Co., Inc. as a custodian for client assets and executes trades to seek best execution. The firm conducts regular account reviews and provides clients with performance reports to ensure alignment with their investment objectives. Clients may place restrictions on investments and receive confirmations for any changes made to their accounts. The firm does not accept authority to vote client securities but may offer advice upon client request. Overall, Compass Investments aims to provide transparent, ethical, and tailored investment services to help clients achieve their financial goals.