Our Promise to You

Our Fiduciary Commitment

Bradd Kimes, Senior Financial Advisor in Columbia, TN shaking hands with a client.

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.

Our Fiduciary Commitment

Columbia, TN courthouse near Compass Capital Management

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.

Our Process

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.

Individualized Strategies

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:

Investment Objectives: What the investor hopes to achieve using this investment portfolio – improve current lifestyle; achieve capital growth; fund a specific goal
Risk Tolerance: This reflects the investor’s comfort level with market fluctuations that can result in losses. Inflation risk and interest risk need to be considered as well.
Investment Preferences: An investor may prefer to invest in one asset class over another based on a certain bias or interest towards the characteristics of that class.
Time Horizon: The length of time an investor is willing to commit to trying to achieve his objectives.
Tax Planning: Investing in a mix of asset classes will have varying tax consequences.

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.

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

Our Promise to You

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Process

Compass Blog

Contact Us

Contact us today. We would love the opportunity to be your trusted financial advisor.

Compass Capital Management

Our Promise to You

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Fiduciary Commitment

Our Process

Compass Blog

Contact Us

Contact us today. We would love the opportunity to be your trusted financial advisor.

Compass Capital Management

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