All too often, we witness individual investors pursing investment options that, while steeped in good intention, lack a well-defined process and strategy; resulting in an investment plan that may be more expensive than necessary, overly risky, and not meeting the goals of the investor as much as the “salesman” involved.

Our approach is a disciplined process to help you properly build a portfolio that matches your risk tolerance while most closely meeting your return requirements for your long-term success.

Most folks can tell us how much their investments have returned in the past, but rarely can they quantify how much risk their portfolio carries. Without understanding and quantifying risk, returns can be misleading, and you may be shocked at the outcome.

Our first step is to have you complete a questionnaire, so we can get a gauge of your risk tolerance. Then we use a fee based, professional manager selection process. And once the manager is selected, we walk you through a well-defined, disciplined process to match you with the appropriate portfolio.

Our goal is to bring you, the individual investor, the same level of expertise enjoyed by large institutional investors.

One of our specialties is designing an investment plan that protects you from market downturns that can disrupt your long-term investment plans which could have an enormous impact on your personal goals in retirement.

Advisory service by Kompass Financial Advisors: CO, KS, NE, TX