COMPASS

OPERATIONS

The operations team is at your disposal for any account maintenance needs. From updating your address to movement of assets, the operations team is here to help. Give us a call and we can help get your accounts updated and your questions answered.

CLIENT PORTAL LINKS

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EWM client portal for performance and billing

Client Access to accounts through our Schwab who is our custodian.

Financial planning software to
map goals and risk to develop a financial strategy. 

 

DISCRETIONARY AGREEMENT

We pride ourselves on being transparent and open with everything we do for our clients. We believe it is of utmost importance for our clients to understand the cost you pay to invest with us and to find value in our services. Through our discretionary agreement we provide details to our clients of what fee they are being charged for our services while gaining permission to have discretionary control of their assets so we can invest in their best interest.