It's Time for Something Different.
If you are disappointed with the results of the traditional “few eggs in every basket,” pie-chart style of investing, then you’ve come to the right place.
Since 1997, Compass Investors' HORIZON™ self-managed investment service—using an “adaptive” versus “formulaic” asset allocation approach—has been helping subscribers achieve returns superior to any traditional strategy (e.g., Balanced, Life-Cycle, Target Date funds). Learn how we differ.
Below is just a small sample of companies where we are trusted by employees managing their 401(k) plans with HORIZON™.
Our customized Action Reports, sent to subscribers every five weeks, ensure safe, steady growth for your 401(k), IRA and non-retirement brokerage accounts by pointing you towards the best-positioned investment choices—no matter what the market is doing. See how it works.
As Social Security Laws Change, It’s Time to Act—On Your 401(k)
April 2, 2016
On May 1, 2016, changes to Social Security laws will go into effect that will limit some beneficiaries’ ability
to maximize their benefits by delaying retirement until age 70. But wait! Before you stop reading because you think
these changes only pertain a narrow category of workers/investors near retirement age or past it, the fact is,
such changes should always remind us to act.
Average annual investment return greater than 12% 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.
"For more than ten years, I've relied on Compass Investors to give me superior performance in my self-managed retirement plan at the university. When my wife had the opportunity to roll over her 401(k) when she changed jobs, we signed up for her as well, and now she's doing even better than I am."