Company Information

Get to know Compass Investment Advisors

Founded in 1995, Compass Investors, LLC is a registered investment advisor dedicated to helping employees manage their retirement savings. Their core service, Horizon™, uses a patented methodology to provide professional, personalized, and proactive allocation advice for workplace retirement plans (like 401(k), 403(b), and 457 plans). The company's mission is to offer the same level of sophisticated investment management to individual employees that was previously only available to large pension funds and institutional investors.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Compass Investment Advisors

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.