Compass Investors Horizon

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Horizon™ Testimonials

Below are just a few unsolicited subscriber comments. They are so pleased with our service that they have agreed to answer any questions you might have about their personal experiences with our service. Feel free to contact any of them by clicking on their email address.

For me, Horizon is the perfect solution. I am not sure I would have been able to weather the financial crisis this past year (2008/9) if I had to do it myself. I feel the direction I receive from you is completely sound. Thank you, and keep up the great work!"– Doreen L. Noble (doreen.l.noble@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. I have paid substantially more to financial planners than to Compass Investors and realized lack luster performance. 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 The service is straight forward, non complicated and very structured. From my view point the price value of the service is outstanding."– Robert J. Porter (Bporter2759@yahoo.com) “Under the guidance of the Compass Investors team, I feel like my 401k is protected in declining markets and maximized in rising markets.– Sarah Gibson (sarah_gibson2@yahoo.com) “I was tired of seeing the red ink on my 401K. Then I met Kevin Coppola, the president of CI. I came away feeling good that I found someone who will remind me to look at my investment every 5 weeks and who is passionate about strategy. It has been four years and I am pleased to tell you that the only color I see is in black ink . Compass Investors changed my finance picture and now bring a smile when I look at my statement.”– Amie Wong (amie.wong@accenture.com) Experience the beneftis of Horizon for yourself.Send for an enrollment package today!“You preserved $20,000+ in our retirement portfolio over the last quarter alone. My wife and I feel like we've dodged a bullet thanks to you!– Jeremy Kohn (jeremy.kohn@rbc.com) “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% in 2007. 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’ve definately 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. 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. 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 the 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)“I would like to congratulate you on my plan's performance last year. I personally achieved about 5.5 times the S&P 500 Index return over the same period. This is really amazing… Keep up the good work.”– Nick DeKelaita (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!!!”– Robert Marrero (robert.c.marrero@accenture.com) “I’m amazed at how much better my 401 is doing. In addition to having a positive impact on my 401K, Horizon 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 declines in value, I'm losing a lot less money than I did before I started using Horizon.”– Nancy Schnell (nancy.b.schnell@accenture.com) Experience the beneftis of Horizon for yourself.Send for an enrollment package today!"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. However, after signing up with Compass Investors I now feel like I have a plan, and someone does all the hard work for me. Their recommendations are focused specifically on the funds available within my plan. I am able to complete the periodic updates in no time, and can feel comfortable I am optimizing my allocation of funds. 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. The Action 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. 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. I did some research and realized that utilizing Compass’s Horizon service would have yielded me a 26% better return last year and a 46% better return the year before! 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) Experience the beneftis of Horizon for yourself.Send for an enrollment package today!



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