If you have a Managed Advisory Account with Compass Capital Management, it is likely that you are invested in one of our carefully curated Investment Models. We offer a variety of investment models, each designed to cater to different risk tolerances and financial goals. Whether it's retirement accounts or taxable accounts, we have options for both managed and passive investments, catering to both large and small balances. Each of these models has undergone extensive research and development, and we take the decision to make changes seriously.
Our team regularly conducts thorough reviews of our Investment Models, ensuring that the funds within them are performing as expected and that the mix of investments remains appropriate. We believe in adopting a strategic approach rather than making short-term tactical changes to achieve our objectives. However, we do not hesitate to make changes when we identify an investment that no longer serves its purpose. This could be due to underperformance or when we find a more suitable alternative for the job.
Whenever we decide to make such changes, we proactively notify you via email. We want to ensure that you are aware of any modifications and that you receive confirmation promptly. Additionally, we encourage you to ask any questions you may have about our rationale behind the changes. We are always delighted to discuss our investment strategies with you.
As always, at Compass Capital Management, we are dedicated to helping you navigate economic challenges. Thank you for your continued trust in our services. We remain committed to providing you with the best possible advice and solutions to meet your financial goals. If you have any questions or would like to discuss your investment strategy further, please do not hesitate to reach out.