Adaptive Asset Allocation

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Call us: 855-800-RETIRE

Supported Investment Portfolios

Compass Investors offers its HORIZON™ service to individuals who have investments with employer retirement plans, mutual fund families and brokerage firms (IRA, non-retirement accounts).

Plans by Category (click to see a list)

  • If your employer, mutual fund company or brokerage firm IS NOT LISTED, please contact us for additional information on how to get started or consider the use of your plan's Brokerage Window if offered.

  • Compass Investors is NOT AFFILIATED with any of the mutual fund companies or brokerage firms. The names we assign to our plans (e.g., "Fidelity Choice Series A") are for the specific use of our subscribers.

Performance and Fund Details

Adaptive Asset Allocation

Access the historical performance results table for all supported plans.

Access an individual plan's performance chart by starting year.

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Adaptive Asset Allocation


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Next Steps

Adaptive Asset Allocation

Client Testimonials

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."

Deanna Morenzoni (

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