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MFWire: Compass EMP Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Compass Advisory Group
213 Overlook Circle
Suite A-1
Brentwood, TN  37027
Google Maps

Contact
Main Phone: 615-661-9622
Web Site: http://www.compassadvisorygrp.com/

Mutual Fund Brand(s)
Compass EMP Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Merrill Lynch alum Stephen Hammers and American Express Financial Advisors alum David Moore co-founded Brentwood, Tennessee-based Compass in 1996. Compass invests in a basket of exchange-traded funds, using a "rules-based strategic asset allocation methodology" designed to reduce volatility. It launched its first mutual funds at the end of 2008.

    Compass now offers three Compass EMP (efficient model portfolios) mutual funds, in A, C and T shares. The youngest, the Alternative Strategies fund, launched December 30, 2009 and boasted $213.3 million as of December 6, 2011. The Multi-Asset Balanced fund boasted $110.7 million, and the Multi-Asset Growth fund had $64.6 million.
    Sponsored Opportunities



    Key People:
    Stephen Hammers
    Co-Founder, Managing Partner, Chief Investment Officer, COMPASS ADVISORY GROUP, LLC
    Rob Walker
    President, Compass EMP
    David Moore
    Co-Founder, Chairman, Compass EMP
    Story Archive for Compass Advisory Group
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    4/5/2013 A Firm Uses Indices to Show Worth of Young Funds MFWire.com
    1/6/2010 Compass Debuts its Third Fund-of-ETFs MFWire.com
    12/31/2009 31. David Musto 401kWire.com
    11/24/2009 Principal Takes the Wheel of Two Plans With 18,000 Participants 401kWire.com
    10/27/2009 JPMorgan Targets the Web With its Compass 401kWire.com
    11/18/2008 One Compass Replaces a Sub-Advisor with Three MFWire.com
    9/8/2008 JPMorgan Creates Tool for Advisors Vetting Target Dates 401kWire.com
    6/4/2007 Advisors Navigate Fiduciary Waters 401kWire.com
    10/13/2006 U.S. Bank Hires in Seattle 401kWire.com
    8/25/2005 Fiduciaries Launch For-Fee Retirement Calculator 401kWire.com
    5/25/2005 AERS Keeps its Eyes on the Prize with New Brand 401kWire.com
    4/11/2005 SIA Member Wants Distance from Social Security Reform MFWire.com
    10/22/2003 MassMutual Lands Combo DB-DC Bid 401kWire.com
    6/24/2003 First Tennessee Moves Deposits 401kWire.com
    2/24/2003 Compass Bank Converts to New Plan 401kWire.com
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    1/24/2002 Morningstar Edges Competitors to Win Public Plan Biz 401kWire.com
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    7/8/1998 11k Filings Index -- CM-CZ 401kWire.com
    5/22/1998 Weekly RFP Roundup 401kWire.com
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    3/9/1998 Gardner Denver Considers Changing Vendors 401kWire.com
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