For this reason, we take a 3-tiered approach to your investment portfolio, that includes wealth preservation tactics alongside disciplined growth and distribution strategies. Our objective is to help you meet your wealth goals without taking unnecessary risk, and our 3-tiered approach seeks to do just that.
Larry Rosenberg, CPA
Wealth Advisor, Partner
Each strategy integrates various tactics that seek to limit the impact of market downturns and reduce exposure to volatility.
Benefit from diversification of sectors, asset classes and investment vehicles, as well as active and passive investments.
You can participate in growth opportunities within the Compass strategies as well, through their actively managed, growthoriented components.
Compass strategies include six distinct asset allocations, with six available risk models for each, ranging from Aggressive Growth to Capital Preservation.
We’ve also built in a strategic component, which broadens overall diversification while seeking to preserve wealth.
Our process of research, design and management for all Compass strategies is highly disciplined. We prioritize consistency and transparency in all that we do.