Our team of forward-thinking professionals is what makes Compass Investors truly effective, offering clients the opportunity to achieve better investment results and, ultimately, obtain true
Retirement Income Security.
Our shared objective is to ensure that every American worker can have the type of retirement they deserve after a lifetime of hard work.
Kevin L. Coppola
Having spent more than 20 years with Accenture helping companies achieve excellence through innovation and optimization, Kevin Coppola combines powerful expertise in multiple areas, including program management, systems design, strategic thinking and the building of organizations for exploiting new and advancing technologies.
After retiring from Accenture in 2001, he founded the Compass Institute, an organization dedicated to applying these same principles to investment strategy research.
Since the proliferation of investment strategies based on the 1980s work of Harry Markowitz (the Efficient Frontier and Modern Portfolio Theory), Coppola has perceived, exposed and created a solution for the inherent shortcomings of commonly marketed asset allocation strategies based on those components.
The Adaptive Asset AllocationTM (AAA) strategy emerged after 5 years of intensive research. AAA is an objective, algorithmic strategy not restricted by artificial asset class rules or fund manager judgment. It optimizes the performance of ANY set of mutual funds in ANY existing retirement plan with MINIMUM RISK.
Compass Investors, where Mr. Coppola currently serves as President, offers the Adaptive Asset AllocationTM strategy to the public through its HorizonTM service—a proven, realistic and sustainable system by which investors can simply, substantially and safely improve their investing results.
Kevin also serves as the Chief Research Officer of the Compass Institute.
Kevin holds a B.S. in Computer Science from Northwestern University.
Mark Berube, CLU, ChFC
Mark built his financial career on his passion for serving clients, his entrepreneurial spirit, and his ability to listen well. Mark's ChFC title (Chartered Financial Consultant) from the American College is the most extensive designation available in the financial planning discipline.
He began his career at Prudential where he worked for 16 years, receiving numerous financial awards and personal achievements—including Rookie of the Year and the youngest Managing Director on record.
His genuine, truthful, and results-oriented approach has propelled Mark Berube to a position as a sought-after financial advisor to a fast-growing client base. Mark is host of the popular radio broadcast series, Smart Money Solutions.
Mr. Berube's focus on operating with integrity and winning his clients trust through results is what initially brought Mark to Compass Investors where he now serves as Senior Vice President. Their attention to detail and focus on providing clients with the best-possible results is a perfect fit for Mark's overall philosophy.
Mark holds a B.S. degree from Westfield State College