COMPAS ACCOUNT

Need some direction?

A CoMPAS Account can help you stay on the right course to financial freedom.

CoMPAS Account

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 a suggested minimum of $10,000.

If you need some direction when it comes to investing, a CoMPAS managed account might be the answer.  

How it works

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After you answer a few easy questions on our risk tolerance quiz, you'll be able to see how much risk you’re comfortable with and your time horizon – how long you’ll probably be investing the money. That’s how we’ll help you determine your investment strategy.

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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:

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Diversification

You’ll get an account made up of diversified funds to help reduce risk.

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No-load mutual funds

The no-load mutual funds in your account are based on your chosen investment strategy.

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Professional management

We monitor mutual funds to ensure that those we select continue to  meet our criteria.

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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.

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Automatic rebalancing

Periodically, your account is automatically rebalanced to help keep it in line with your investment strategy.

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Online account access

You’ll have online account access so you can monitor your investments anytime.

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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
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Stay informed

You’ll get detailed quarterly statements so you can see what’s going on in your account.

Questions?
We can help!

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NOT FDIC-INSURED

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.