Compass Financial Strategies offers institutional-grade portfolio management to individual investors and institutions. Compass helps serious investors navigate the unpredictable world of investing.

We believe:

  • markets are efficient,
  • risk and return are related, and
  • asset allocation drives returns – not security selection.


The hypothesis states:

  • Current prices incorporate all available information and expectations.
  • Current prices are the best approximation of intrinsic value.
  • Price changes are due to unforeseen events.
  • Mispricings do occur, but not in predictable patterns that can lead to consistent outperformance.


The implications:

  • Active management strategies cannot consistently add value through security selection and market timing.

  • Passive investment strategies reward investors with capital market returns.


In this new model of investing, our state-of-the-art portfolios are based on five governing principles:

World markets are random and unpredictable; therefore, diversification is important for investors in the world market. The familiar axiom “don’t put all your eggs in one basket” certainly applies here.

  • The U.S. economy represents approximately 44 percent.
  • International developed markets represent approximately 22 percent.
  • Emerging markets represent approximately 22 percent.
  • Frontier markets represent approximately 12 percent.