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Chicagoland Firm Compass Investors Expands Services to Include Commission-Free Exchange Traded Funds (ETFs)

CHICAGO, May 1, 2014 /PRNewswire/ -- Compass Investors, an investment analysis and research firm providing fund reallocation model portfolios to maximize performance for 401(k) retirement plan participants at more than 40 major corporations and mutual fund investors at 11 mutual fund families, has now expanded its services to support investors in ETFs.

The six different ETF plans offered—for investors at Fidelity, Vanguard, Schwab (2), E*TRADE and TD Ameritrade—employ the identical Adaptive Asset Allocation formula used in Compass's products for 401(k) participants. Because the Compass model encourages adjustments to asset allocation every five weeks, trading costs had cut into its performance for those investors using the product for mutual fund investments outside of 401(k) or single-fund family IRA accounts. Its new plans, designed specifically around commission-free ETFs now offered at the major brokerages, offer investors all the advantages of mutual funds without additional fees, minimum purchase restrictions or the withdrawal limitations imposed on 401(k) or IRA accounts.

"We've always been committed to helping investors achieve the highest performance without enormous fees," explains President Kevin Coppola, who founded Compass Investors in 2004, "so now that brokerage firms are offering diversified baskets of commission-free ETFs, we've jumped to meet the new demand."

Contact Information

Timothy H. Scherman, Editor
[email protected] 
Main Office: (866) 54-COMPASS

About the Compass Institute

The Compass Institute is a privately funded research group formed in the late 1990s dedicated to investment strategy research and investment education. The Institute seeks to deliver outstanding value not only to individuals but also to organizations who desire to add meaningful value to the lives of their employees.

The Compass Institute is a member of the Plan Sponsor Council of America (PSCA). Established in 1947, PSCA is a national, nonprofit association of 1,200 companies and their 5 million employees. PSCA represents its members' interests to federal policymakers and provides services that are tailored to meet the needs of companies, ranging in size from Fortune 100 firms to small entrepreneurial businesses and individuals.

The Institute's Adaptive Asset Allocation™ is licensed for sale to the public through third-party affiliations including Compass Investors (sold under the name HORIZON™) and Reallocation Strategies and Centier Bank (sold under the name ReallocateRight™). The performance-backed HORIZON™ Adaptive Asset Allocation™ solution was developed during a 5-year research study funded by the Institute.

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