Compass Capital Management is a comprehensive investment consulting and retirement planning company located in Columbia, Tennessee. We provide financial advice and estate planning to individuals as well as employer plans for small businesses.
We know that you have worked hard to get to where you are. We are committed to serving you as a trusted partner, providing objective advice, personalized wealth management services, and a client experience distinguished by excellence.
Integrity is the backbone of our business. We serve our clients, their families, and their businesses as fiduciaries in advisory relationships. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person must act for another’s benefit and make recommendations accordingly.
Compass Capital Management provides investment advisory services to individuals, businesses, trusts, and retirement plans.
Client portfolios are constructed through the ongoing purchase and sale of individual stocks, mutual funds, exchange-traded funds, certificates of deposit, municipal and corporate debt securities, and U.S. government securities. We consider the individual needs of each client in making purchase and sale decisions within clients’ accounts and will make any necessary adjustments for each individual's needs.
Each asset allocation is an individualized strategy, so clients are not just put into a model based on a brief questionnaire.
Each individual’s strategy is built on the careful consideration of the key elements of their financial profile:
All Compass Capital Management clients have periodic reviews of their current financial situation and their investment strategy.
Financial markets will change, as will your financial situation. Through market gains and losses, a portfolio can become unbalanced and it may be important to make adjustments to your allocation. As people move through life’s stages their needs, preferences, priorities, and risk tolerance change and so too must their asset allocation strategy.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Compass Capital Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:
AL, AR, CO, CT, DE, FL, GA, IA, IL, IN, KS, LA, MI, MO, MD, MS, NC, ND, NM, NY, PA, SC, TN, TX, VA
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