Intro to CoMPAS Accounts
CoMPAS is a popular managed account in our Journey Series.
It can help you build wealth by investing in professionally selected no-load mutual funds. You can use the CoMPAS account for a retirement plan or for a non-retirement account, and it’s available with an initial minimum of $25,000.
If you need some direction when it comes to investing, a CoMPAS managed account might be the answer.
How it works
In order to help you determine your investment strategy, we will need to identify your risk tolerance and your time horizon. Your risk tolerance tells us how much risk you’re comfortable with, while your time horizon tells us how long you’ll probably be investing the money.
After that, our investment professionals buy, sell, and monitor no-load mutual funds based on your investment strategy.
What’s in it for you?
In addition to an incredibly easy way to invest for your future, CoMPAS has some other significant features you should know about:
You’ll get an account made up of diversified funds to help reduce risk.
No-load mutual funds
The no-load mutual funds in your account are based on your chosen investment strategy.
We monitor mutual funds to ensure that those we select continue to meet our criteria.
Incentive to grow your account
Our compensation is tied to the value of your portfolio so we have an incentive to grow the value of your account and not "churn" it.
Periodically, your account is automatically rebalanced to help keep it in line with your investment strategy.
Online account access
You’ll have online account access so you can monitor your investments anytime.
Investments based on your chosen strategy
Depending on your investment strategy, we’ll invest in:
- Stock funds for long-term growth
- Bond funds for potential income and stability
- Tax-exempt bond funds if you’re in a high tax bracket
- Alternative investments for greater diversification and return potential
You’ll get detailed quarterly statements so you can see what’s going on in your account.
May lose value
No bank guarantee
Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms & Conditions for more information about COUNTRY Trust Bank and its affiliates.
Diversification and rebalancing do not assure a profit or protect against loss in a declining market.
COUNTRY Financial and our representatives cannot give tax advice. See your tax advisor regarding your specific tax situation.