SmartPath Portfolio
Overview of Features
- Leading Money Managers: Gain the expertise of independent leading
money managers – experts chosen for their proven performance
in managing a specific asset class – which may not ordinarily
be available to individual investors.
- Customized Portfolio: Your Compass Portfolio Manager integrates
the buy and sell recommendations of leading money managers to conform
to your personal Investment Policy. The result is a customized portfolio
that reflects your specific investment style, risk level, tax considerations,
social concerns, existing holdings, and personal preferences.
- Tax Advantages: Separate accounts
generally allow for greater control and efficiency in managing taxes
and improving after-tax returns than investments in mutual funds.
- Monitoring: Ongoing monitoring of your portfolio ensures that asset
classes are carefully re-balanced to meet your investment objectives.
- Personal Service and
Support: Enjoy all the benefits of personal,
knowledgeable service from your Compass Portfolio Manager, plus the
full support of our entire Wealth Management
Group team.
- Consolidated Reporting: All your SmartPath accounts are summarized
for you on one convenient consolidated statement.
- Ease of Transition: Transitioning
your current portfolio to SmartPath can be easy. We'll help
you determine the best combination of investments, whether existing
or new, that will complete your overall financial picture. The SmartPath
Portfolio can be funded with either cash or securities, so you are
never forced to sell existing securities in order to fund new purchases.
- Security: Responsiveness, accountability, and financial security
are all enhanced through your Compass relationship.
Learn more about SmartPath >
