Compass Investors

What Others Say

91% of subscribers have recommended our service.
Our strategy and success also get applause
from national finance media.

HORIZONTM Testimonials

Subscribers are so pleased with the HORIZONTM service that they often send us unsolicited comments and even agreed to answer questions about their experience with anyone who asks. To take advantage of this unusual and generous offer, click on their email address and interview our clients personally! We're excited to share their perspective and want to count you as one of our many success stories as well. You will find that we want you comfortable and fully informed at all times and always work hard to make that happen.

"For me, Horizon is the perfect solution.I am not sure I would have been able to weather the financial 2008 crisis 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 ([email protected])
"I believe your service to be life changing. 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. Horizon's performance is outstanding and positioning me to achieve a secure retirement. "
Peg Beavers ([email protected]) Retired Company Employee
"For more than ten years, I've relied on Compass Investors to give me superior performance in my self-managed retirement plan at the university. When my wife had the opportunity to roll over her 401(k) when she changed jobs, we signed up for her as well, and now she's doing even better than I am."
Tim Scherman ([email protected])
"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 ([email protected])
"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 ([email protected])
"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 ([email protected])
"I've used Compass Investors for many years. I don't have the time to focus on managing my own investments, and I find the service has been great at minimizing my losses when the market is declining by quickly getting me into less risky investments, and quickly getting me back into growth investments when the market turns up."
Robert Kress ([email protected])
"Horizon makes the whole 401K update process very easy for me. And I need easy these days. They send reminders, too! And if I ever have any questions, I email and they respond very quickly. I've been partnering with them since 2004 and they have far exceeded my wildest retirement dreams!"
Kim Sleezer ([email protected])
"As a busy executive with not much time – or the detailed knowledge of investing – I love having a very low-cost service that provides excellent investing advice on a regular basis. I'm taking care of my financial future without the stress and hassle! I value the service so much that I am using it for my non-401(k) investments, as well."
Sandra (Sandi) Lieb-Geiger ([email protected])
"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 definitely found a new home for my non-IRA funds!"
Robert Bloser ([email protected])
"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 ([email protected]) 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 ([email protected])
"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 ([email protected])
"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 ([email protected])
"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 ([email protected])
"I've had several interactions with the Compass team over the years. Their service is top-notch--they quickly answered my questions, gave me ideas, and resolved any issues. I also appreciate the flat rate price model that they use. It is very affordable and an amazing value--unique in the marketplace. Highly recommended."
Michael Fross ([email protected])
"As a long-time subscriber - it is during the down markets that I really need help. Anybody can do well in the up markets - but I believe I have lost less money than others during those down turns with the help of Compass."
Randy Russell ([email protected])
"What else is there to say…you ROCK and we all appreciate what you have done for us."
Diane Tedford ([email protected])
"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 401(k) retirement portfolio prudently. A big thanks to Horizon management for helping me achieve this goal so successfully."
Viney Kaushal ([email protected])
"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 ([email protected])
"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 ([email protected]) 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 ([email protected])
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