Investment management firm focused on helping individuals and institutions build customized portfolios.
Compass Capital Management, Inc. is a leading financial services firm dedicated to constructing tailored portfolios for individuals and institutions. With a steadfast commitment to high-quality individual stocks and bonds, Compass Capital Management, Inc. employs a time-tested, disciplined strategy designed to minimize risk and enhance returns across diverse economic and market conditions. Based in Minneapolis, Compass Capital Management, Inc. has been delivering premier investment solutions to its clients since 1988.
Located at 706 Second Avenue South, Suite 400, Minneapolis, Minnesota 55402, US, Compass Capital Management, Inc. specializes in investment management, portfolio management, and cultivating strong client relationships. The firm's comprehensive approach includes fixed income strategies, retirement planning, financial planning, and asset allocation, ensuring clients receive holistic financial guidance. Compass Capital Management, Inc. is also adept in succession planning, 401(k) retirement savings plans, and serving the unique needs of nonprofit organizations.
Compass Capital Management, Inc. is committed to helping clients achieve their financial goals through strategic investment approaches and US equities expertise. The firm’s dedication to client success and its long-standing presence in the financial services sector make it a trusted partner for investors. We invite the manager of Compass Capital Management, Inc. to create a customized and exclusive company showcase and product listing on our platform to further amplify their market presence.
Compass Capital Management, Inc. est une société de services financiers de premier plan dédiée à la construction de portefeuilles sur mesure pour les particuliers et les institutions. Avec un engagement ferme envers des actions et des obligations individuelles de haute qualité, Compass Capital Management, Inc. emploie une stratégie disciplinée et éprouvée conçue pour minimiser les risques et améliorer les rendements dans diverses conditions économiques et de marché. Basée à Minneapolis, Compass Capital Management, Inc. offre des solutions d'investissement de premier ordre à ses clients depuis 1988.
Située au 706 Second Avenue South, Suite 400, Minneapolis, Minnesota 55402, États-Unis, Compass Capital Management, Inc. se spécialise dans la gestion des investissements, la gestion de portefeuille et l'établissement de relations solides avec les clients. L'approche globale de l'entreprise comprend des stratégies de revenu fixe, la planification de la retraite, la planification financière et la répartition des actifs, garantissant ainsi aux clients des conseils financiers holistiques. Compass Capital Management, Inc. est également experte en planification de la succession, en plans d'épargne-retraite 401(k) et en réponse aux besoins uniques des organisations à but non lucratif.
Compass Capital Management, Inc. s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à des approches d'investissement stratégiques et à une expertise en matière d'actions américaines. Le dévouement de l'entreprise à la réussite de ses clients et sa présence de longue date dans le secteur des services financiers en font un partenaire de confiance pour les investisseurs. Nous invitons le gestionnaire de Compass Capital Management, Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'amplifier davantage sa présence sur le marché.
Compare Compass Capital Management, Inc. with 3 companies in Financial-Services
| Comparison Field |
Compass Capital Managemen...Main Company |
Madison Global Partn...View Profile |
Stone Creek Advisors...View Profile |
Hicks Capital Manage...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2015 | 2022 | 2011 |
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Company Size
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— | 11-50 | 2-10 | 2-10 |
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City
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Minneapolis, Minnesota | Hauppauge, New York | Buffalo, NY | Columbus, Ohio |
|
Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Investment Management
Portfolio Management
Financial Planning
Asset Allocation
Retirement Planning
Fixed Income
US Equities
Client Service
Client Relationships
Succession Planning
401(k) Retirement Savings Plans
Nonprofit Organizations
Investment Strategies
Helping Clients Succeed
|
19 Total
19 Unique
Unique Skills:
Alternative Investments
Bonds
Capital Markets
Corporate Advisory
Corporate Finance
Equity Research
+13
|
10 Total
10 Unique
Unique Skills:
Active Asset Allocation
Asset Management
Cashflow & Budgeting
Charitable Giving
fiduciary
Insurance Auditing
+4
|
16 Total
16 Unique
Unique Skills:
Asset Management
Business Succession Planning
Business Tax Strategies
Capital Management
Charitable Planning
Estate Planning
+10
|
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