Compass Wealth Management LLC
Compass Wealth Management LLC is an independent, fee-only investment adviser and wealth management firm headquartered in Guilford, Connecticut. Founded in 2000 by Louis E. Conrad II, CFA®, the firm specializes in serving individuals, families, and companies along the Eastern Seaboard, providing comprehensive financial planning, investment consulting, and portfolio management solutions. With a small team of five employees, Compass Wealth Management LLC is focused on offering expert advice, fiduciary oversight, and personalized service to both private clients and corporate sponsors of retirement plans.
Investment Strategy
Compass Wealth Management LLC employs a customized, goals-based investment strategy aimed at helping clients achieve their specific financial objectives. The firm integrates ongoing financial planning with tailored portfolio management, designed to be cost-effective and responsive to each client's needs. Investment advice is personalized, leveraging the firm’s experience in mutual fund management and institutional research, with a commitment to transparency, fiduciary responsibility, and long-term client relationships. Asset allocation typically reflects a focus on equities and retirement-focused portfolios for both individuals and corporate clients.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 7.27% | $30.5M | 110,814 | $57.57 | $275.65 | +$11.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.27% | $22.1M | 121,687 | $147.08 | $181.74 | +$1.6M |
J JPM | JPMORGAN CHASE & CO. | 2.91% | $12.2M | 42,167 | $134.40 | $289.91 | +$1.9M |
D DHR | DANAHER CORPORATION | 2.24% | $9.4M | 47,606 | $223.37 | $197.54 | +$1.3M |
A AEIS | ADVANCED ENERGY INDS | 2.09% | $8.8M | 66,114 | $87.75 | $132.50 | +$2.3M |