Compass Capital Corp. /ma/ /adv
Compass Capital Corporation is a wealth manager and SEC-registered investment adviser headquartered in Braintree, Massachusetts. Founded in 1984 by Timothy F. Shanahan, the firm provides investment advisory services, financial planning, and related financial advice to individuals and institutions. The company is known for its experienced team and comprehensive approach to client service, operating for over 37 years and serving both institutional and high-net-worth retail clients.
Investment Strategy
Compass Capital Corporation offers investment supervisory services and comprehensive wealth management, focusing on personalized financial planning tailored to each client. The firm advises on asset allocation, security selection, and non-securities matters such as taxation and estate planning. Their investment approach emphasizes diversification, risk management, and long-term wealth accumulation, aligning portfolios with client goals and financial circumstances.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.76% | $8.0M | 17,314 | $421.62 | $497.41 | +$1.6M |
N NVDA | NVIDIA CORPORATION | 3.28% | $7.0M | 42,120 | $133.52 | $157.99 | +$2.9M |
A AAPL | APPLE INC | 3.21% | $6.8M | 31,496 | $250.42 | $205.17 | +$157.9K |
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 3.07% | $6.5M | 129,870 | $49.69 | $50.09 | -$95.6K |
V VOOG | VANGUARD ADMIRAL FDS INC | 2.83% | $6.0M | 17,966 | $366.06 | $396.54 | +$81.0K |