investment

At Compass Wealth Management, we believe no two investors are alike. In order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.  Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest.  Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs.  Our goal is to maximize your investment returns while minimizing your risk through diversification of your assets.

EXCLUSIVITY & EXPERIENCE

Compass Wealth Management expands our services by offering professional money management through our strategic investment partner, Gradient Investments, LLC (GI). GI is an SEC registered investment advisor offering clients 20 proprietary portfolios through its strategic investment partners across the country.  The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA.

Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.