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Financial Planning, Wealth Management, Investment Advice
Compass Investment Advisors Verified by Yext
Listed In: Financial Planning, Investment Services
Investors who follow a plan can be in a better position to work towards their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance… Investors who follow a plan can be in a better position to work towards their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance in concert with integrated practices in portfolio management. Two of the central tenets of our investment process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount and this lies at the center of how we manage client portfolios. Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients work towards their financial goals. While long-term returns are the only ones that matter, we recognize that the long-term is not where life is lived. This is why we created a proprietary, low-cost, systematic risk management strategy to ensure that investors can handle periodic volatility without abandoning their investment plan. With a constant focus on risk management, we’re always looking to balance shorter-term fears with longer-term needs and objectives, so that clients can remain comfortably committed to their plan. Please note our other locations at: 11021 Nicholas Lane Suite 9 Berlin, MD 21811 220 Continental Dr. Suite 207 Newark, DE 19713 Read more
Compass Investment Advisors
46 South State Street, Dover, DE
46 South State Street, Dover, DE
Additional Locations See All
Compass Investment Services - Ameriprise Financial Services, LLC
6529 Whitestown Pkwy, Zionsville, IN (931 Km Away)
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Compass Investment Advisors
46 South State Street, Dover, DE (8765 Km Away)
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Compass Investment Advisors, LLC
105 South Cedar Street, Suite D, Summerville, SC (8765 Km Away)