PARTNERS
A small team, with institutional reach.
Behind every Compass family stands a deliberately chosen network: leading investment managers, an independent custodian, and modern technology across the practice. We are a small firm by design. The resources behind us are not.
Investment managers we access
These are the names large pension funds rely on. As an independent fiduciary, we are tied to no product shelf, so we bring our families access to institutional and private-market managers that individual investors rarely reach on their own.
- BlackRock
- KKR
- Apollo
- Brookfield
- Fidelity
- Hamilton Lane
- Northleaf
- Dynamic
- Invesco
Custody, operations, and technology
The platform behind your plan matters as much as the plan itself. We invest in modern custody, operations, and technology, so the day-to-day of your wealth is handled with precision and security.
- Raymond James
- Majestic Asset Management
- Croesus
- InvestCloud
- Wealthbox
- Jump AI
- Microsoft Copilot
Independent by design
Your assets are held by an independent custodian, separate from the firm that manages them. It is a deliberate separation: the people who manage your wealth are not the people who hold it.
Names listed reflect managers whose strategies Compass may access on behalf of clients and providers Compass engages in its operations. They do not imply endorsement of Compass by these organizations.
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BOOK A CONSULTATION
The first step is a conversation, not a commitment. We will get to know each other, answer your questions, and see whether we are the right fit.
519-836-9910
