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Unlike most wealth management firms, banks, and brokers who answer to a single chief investment officer, we employ a round-table approach. All Compass Capital investments are thoroughly vetted by our experienced six-member portfolio investment team and selected by a unanimous vote. We employ the same investment discipline for clients, employees, and owners. Each member of our team is invested alongside our clients.

We believe an attentive investment team, high-quality investments, and a disciplined strategy will result in greater security, consistency, and stronger long-term returns. Learn why our portfolio managers are so passionate about what they do, and why our clients are so confident in their financial futures.

Proud to serve our clients and our community.

Giving back to our community has been a goal of Compass Capital since our inception. Here are some of the organizations that members of our team have been honored to volunteer with:

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