Compass Capital Management, Inc

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Description

In order to run its everyday business, Compass needs to share nonpublic personal information about its clients. Compass does not disclose any nonpublic personal information about clients to any nonaffiliated parties, except third-party service providers that assist in the operation of its business. To provide necessary business services to your account, Compass may disclose nonpublic personal information to service providers such as custodians and brokerage firms, all of which are required to maintain the confidentiality of such information. Compass restricts access to nonpublic personal information about you to those employees, agents, or other parties that need to know the information to provide services to you. Compass may also release information about you upon your direction or if compelled by law to do so.

Custom Portfolio Management – Your investment portfolio will reflect your unique needs and goals. Working with a select group of clients allows us time to customize each portfolio.

Compass Capital Management, Inc. founded in 1988, is a client-centered, fee-based asset management firm. We work closely with a select group of clients and invest carefully in quality stocks at attractive prices for long-term capital appreciation and quality bonds for principal preservation and income. We have found that this strategy minimizes risk while enhancing returns.

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