Welcome TO Compass Investors!
Compass Investors' self-managed investment service called HORIZON™ helps mutual fund and ETF investors make better-informed decisions.
Traditional investment strategies are not designed to meet the financial needs of an increasing life span—for many, putting their retirement years at risk. Click to learn more about the risks of traditional investing strategies.
Compass Investors can help. Our HORIZON™ service ensures you will safely experience superior results in your employer 401(k) plan, IRA, and non-retirement brokerage accounts by pointing you towards the best-positioned funds—no matter what the market is doing.
With only a small amount of your time
and attention each month, we help you buy and sell the right amount of the right funds at the right time.
Click to learn how the service works.
We employ an innovative Adaptive Asset Allocation™ strategy, an emerging best practice recognized as a more effective portfolio management tool. HORIZON™, with its 5-week analysis cycle and corresponding asset class adjustments, outperforms any "pie-chart" asset allocation strategy (e.g., Balanced, Life-Cycle, Target Date funds). This is done by:
safely capturing larger gains in up markets and
protecting portfolio value by greatly reducing loss in down markets.
Average annual investment return greater than 13% since 1997.
The 17-year history of HORIZON's performance demonstrates account balances 2-3 times higher over the long-term than the best professionally-managed asset allocation fund such as Balanced, Target Date and Life-Cycle funds.
Invest in funds going UP and stay out of those going DOWN.
It is far better to be invested in funds that are well-aligned with current market conditions than to follow a passive approach that increases your exposure to risks such as loss of principle or missed opportunities for gain.
We stand behind our service with an unprecedented Subscription Refund Guarantee directly tied to our performance.
In addition, our low, tax-deductible fees are fixed—we do not charge based on your account size—and they are guaranteed for life—your yearly cost will never increase. Our pricing structure, coupled with our superior results, make the value of our program far greater than any other alternative.
Increased assurance that you are making the best decisions.
No matter the market's general direction, Compass Investors' independent research and objective analysis helps you to make the right decisions at the right time. In addition, our proven track record and outstanding customer loyalty give you the confidence that you are making better-informed choices. .
Precise directions customized to your funds, saving you time.
We provide portfolio analysis tailored to your own available investment choices and specific instructions to help you precisely manage your accounts.
See a sample Action Report.
compass investors in the news
There seems to be little doubt about how well subscribers to the 401(k) trading service from compass Investors in Kenilworth, III., have fared."