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Compass Investors/Compass Institute Organization Structure

The organization consists of two affiliated entities.

  • Compass Institute, LLC. A organization dedicated to investment strategy, research and analytics for existing company-sponsored Retirement Plans, and

  • Compass Investors, LLC. Provides the public sector access to the discoveries and advancement made at the Compass Institute.

The two organizations are overseen by a Board of Directors. The Board includes members who are not employees of either organization (Customer Advocate Committee). This structure ensures that organization receives continual, unbiased feedback from the most important part of any company--its customers.

Click to see the credentials of the organization's key personnel credentials.

 

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Compass Investors, LLC  • 1.866.54.COMPASS (1.866.542.6672)