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Navigate your Financial Future

Backed by decades of experience, Compass Capital guides individuals, foundations, and institutions to their investment goals.

Stock and bond investments tailored to meet your goals.

We work closely with a select group of clients and seek to invest in high-quality individual stocks at attractive prices for long-term growth and high-quality individual bonds for principal preservation, liquidity, and predictable cash flow. Through diverse economic and market conditions, our disciplined strategy is designed to minimize risk while enhancing returns for our clients.

Compass Capital was founded on the belief that an independent firm can better serve clients than a bank or broker dealer. We have always been fiduciaries and are not distracted by commissions or a conflicting corporate agenda. The driver behind all decisions is what is in our clients’ best interests.

Sized for personal and responsive service.

Our portfolio managers are long on experience and big on building meaningful client relationships. Because Compass portfolio managers work only with a select group of clients, you’ll benefit from exceptionally responsive client service, direct access to your portfolio manager, and in-person review meetings. Our relationships are grounded in our core values — Trust, Integrity, Passion, Discipline, and Transparency. We are devoted to our clients’ financial success and it shows.

A history of delivering for clients.

You’ll benefit from our time-tested, disciplined approach to investing. Our unique investment strategy, coupled with personal and responsive service, have produced desirable outcomes for 30 years.

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