Compass Investors Horizon

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About Us

After retiring from Accenture in 2001, Kevin Coppola founded the Compass Institute, an organization dedicated to investment strategy research. Since the proliferation of investment strategies in the late 1980s based on the work of Henry Markowitz (the Efficient Frontier and Modern Portfolio theory), Coppola has perceived and exposed several inherent flaws in commonly marketed asset allocation strategies for retirement accounts based on those components. He made it one of the Institute’s goals to develop an alternative solution: an objective, algorithmic strategy unrestricted by artificial asset class rules and independent of manager judgment. The strategy had to be flexible and optimize the performance of ANY set of mutual funds in ANY existing retirement plan with MINIMUM RISK. After five years of intensive research, the Adaptive Asset Adaptation™ (AAA) strategy was developed, and now is marketed by Compass Investors under the name Horizon™. The Horizon approach to finding investment candidates is a proven, realistic and sustainable system by which investors can drastically improve their investing results. Compass Investors is a fixed fee-based provider of investment analysis whose only source of revenue comes from subscription fees. We are an entirely independent company. We do not sell investment vehicles (stocks, mutual funds, annuities, etc.) nor do we receive any form of compensation whatsoever from any company, organization or mutual fund family. Compass Institute and Compass Investors are members of the Profit Sharing/401(k) Council of America (PSCA). Request an enrollment package and join our family today.