Full Compass Investment Advisors bring more than a third of a century of successful institutional investing experience to developing sophisticated personalized active investment strategies for individuals, families, trusts, retirement plans and charitable organizations.
FCIA’s multi-disciplined approach includes institutional-caliber investment strategy, research and risk management tactics, with experienced and skillful navigation of evolving dynamics driving markets and asset classes. Each individual portfolio is tailored to the client’s return objectives, time horizon, liquidity needs, risk tolerances, and other relevant factors.
FCIA’s investment approach draws upon a variety of fundamental, quantitative, and qualitative research and analysis techniques, individually and in combination with each other to construct portfolios that are designed to provide superior investment returns commensurate with the objectives and risk tolerances of client accounts. FCIA’s disciplined risk management framework employs numerous tactics having two vital purposes: to optimize and protect returns.
The Full Compass individualized portfolio management approach not only avoids the all-too-common one-size-fits-all methodology, but also has lower costs than many less-personalized strategies. That efficient overhead cost structure reduces drag on investment performance and helps maximize investment returns.
Full Compass Investment Advisors 