COMPASS FINANCIAL PARTNERS

Our investment process is formalized by our internal CFAs, as we believe that having the experience and expertise of highly credentialed staff members on-site lends greatly to the depth, breadth and relevancy of our investment consulting services. Without a sound investment due diligence process, plan fiduciaries may be personally liable for poor employee investment returns. Compass Financial Partners helps plan sponsors mitigate this liability by putting disciplined systems in place for every step of the investment process, from establishing the Investment Policy Statement to the ongoing selection, monitoring and recommendations of the plan's investments... To achieve our mission, we provide expert guidance and exceptional customer service in accordance with the following promises... We are providing this information to you in our capacity as financial professionals with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues..

Also known as: Compass Financial Partners, LLC

Primary location: Greensboro United States