Customer Testimonials
This is a small sample of our customer's unedited and unsolicited comments that were submitted on the most recent Customer Satisfaction Survey, They have ALL agreed to be contacted by potential subscribers to answer any questions you might have about their experiences with the Horizon™ service.
“I now own an investment product directly with a major banking/investment firm where I pay a fixed 1.25% fee – that product returned me 7.6% last year. On the other hand, my 401k managed by your Horizon service -- besides costing me far less -- had a end of year return rate of 17.6%. I think I’ve found a new home for my non-IRA funds!”
– Robert Bloser (robert.j.bloser@accenture.com)
“I have been using the Horizon service for a couple of years now and have been very happy with the results. It's fun to see my account consistently beat the traditional benchmarks in both up and down markets. I am able to utilize a proven system that takes advantage of a 401K feature that is rarely offered by most retirement programs; you can reallocate between funds at no cost. We have more funds from which to choose than most plans, but in any given market, you have to know which combination will outperform. The Horizon service tells you exactly the combination of funds as well as how much to allocate to each fund. What could be easier? It only takes me five minutes each month to go through a process.”
– Dave Aki (dave254@comcast.net) Former Company Senior Executive
“Your company is fantastic - I've turned on a number of my friends to it. Thanks again for your advice and for the phenomenal work your company does!.”
– Heather Epright (eprightm@aetna.com)
“Congratulations!!! I would like to congratulate you on my plan's performance this year. I personally achieved 18.1%. That is about 5.5 times S&P 500 Index for the past 12 months. This is really amazing… Keep up the good work..”
– Nick D. (nickd.nms@att.net)
“After signing up with Compass Investors I've seen my portfolio grow steadily and outperform the market. I'm extremely pleased with Compass Investors strategy and the results prove their strategy works!!! I've even recommended Compass Investors to friends and family who work at other companies.”
– Robert Marrero (robert.c.marrero@accenture.com)
“I want to thank you for the opportunity to sign up for the Horizon service. I’m amazed at how much better my 401 is doing. In addition to having a positive impact on my 401K, the service that Compass Investors provides has literally given me time back–time I would have spent trying to manage my 401K. As a full time working mother of 3 sons time is priceless. Thanks again!”
– Trena Getchell-Radke (trena.getchell-radke@accenture.com)
“Before I subscribed I had no idea how to best invest my 401(k) dollars and I know I was not getting the optimum return. With Horizon I know I am getting the best return possible for the funds available to me in my Plan. I also know that if the market goes down, even though my account may decline in value, I'll be losing a lot less money than I did before I started using Horizon.”
– Nancy Schnell (nancy.b.schnell@accenture.com)
"I had been trying for years to determine how to best manage my 401K account. Needless to say, it was too involved and complicated, and I met with miserable results. Over the years, I had seen the value of my portfolio decline, or achieving less than desirable results, so I had pretty much given up trying to proactively manage my 401K account. After signing up with Compass Investors I now feel like I have a plan, and someone does all the hard work for me. I can feel confident that I am getting the maximum return on my investments. Their recommendations are focused specifically on the funds available within my plan, so I don't have to sort thru multiple options and recommendations and figure out which fund is best for me. I am able to complete the periodic updates in no time, and can feel comfortable I am optimizing my allocation of funds. In a nutshell, the process is easy, and profits are maximized. It is well worth the investment. I am just sorry I didn't learn about Compass Investors sooner."
– Jose Galarza (jose.g.galarza@accenture.com)
“What else is there to say…you ROCK and we all appreciate what you have done for us.”
– Diane Tedford (diane.m.tedford@accenture.com)
"This service has greatly simplified my life in managing my 401K plan with excellent results. The time commitment to manage my 401K portfolio is less than 5 minutes each month. I have absolutely no hesitation in recommending this service to other colleagues. The cost is negligible compared to the net gains. I have an obligation to my family to manage my 401retirement portfolio prudently. A big thanks to Horizon management for helping me achieve this goal so successfully."
– Viney Kaushal (Viney.K.Kaushal@accenture.com)
“I consider myself conservative, but attentive when it comes to personal financial matters. I was diligent about making my 401k contributions, but I spent no time managing my account. When I heard what Compass Investors was doing, I was intrigued and skeptical all at the same time. The intrigue came from the historical results, the methodology and the ease. The skepticism came from my accounting background. Further investigation made me feel comfortable with the formulas used to provide the recommendations. The reports are always on time, the tools are simple to use and the results have been phenomenal. An important part of the program for me is that I'm still in control. I can distribute my entire balance based on the recommendations or I can make my own selections with part of my money and distribute the remainder based on their suggestions.”
– Deanna Morenzoni (dmorenzoni@cox.net)
"Prior to subscribing to the Horizon services my 401K investment strategy was to pick 2 funds that appeared to be doing well and "felt right" and then to stick with them for several years. No monthly review or rebalancing. Then Compass Investors taught me the importance of more diversification and frequent rebalancing to reduce risk and increase returns. Now after utilizing the Horizon recommendations, my return in just 27 months is 42% pure profit (excluding plan growth due to contributions and excluding fees). I am very pleased. Compass Investors is helping me stay on an investment path for an ongoing secure retirement.”
– Margaret Young (mzyoung@msg.dcwis.com) Retiree Company Employee
“Retirement planning was NOT something I thought about on any sort of regular basis for many years. I just saved the money and hoped for a good return. I just chased the biggest returns and in doing so placed a sizeable portion of my retirement fund at unnecessary risk. Then I heard about a company who had a system of evaluating the choices across my company’s plan and selecting the funds that would maximize my investment return. I did some research and realized that utilizing Compass’s Horizon service would have yielded me a 26% better return in 2004 and a 46% better return in 2005! That translated into a significant dollar return. I signed up for the service and have a great deal of confidence that my returns are being maximized with less risk. This ultimately is helping me meet my financial objectives for retirement. The Horizon service provides me with the information needed to manage my 401K so I can focus on other aspects of my overall financial plan and the most important part of my life, my family.”
– Brian Barrett (brian.a.barrett@accenture.com)
“I trust Compass Investor's Horizon Service. My 401K performance underlines that the Horizon Service minimizes loss and maximizes growth. I've enjoyed a jaw-dropping approximate increase in 401K performance of 76.4% in twenty-eight months. In the past and during Bull Markets, I have paid substantially more to financial planners than to Compass Investors and realized lack luster performance. In Bear Markets I lost heavily. Having a basis for comparison makes me keenly aware that Horizon's guarantee is as unique as the performance delivered. Both guarantee and performance are outstanding and positioning me to achieve a secure retirement."
– Peg Beavers (beaversplb@charter.net) Retired Company Employee