Asset Allocation Service
Do you know what makes one investment portfolio perform better than another? Research shows that asset allocation — not security selection or market timing — explains 90% of the difference.
Asset allocation is the way your money is divided among the three major asset classes: Stocks, bonds and money market investments.
With Compass Bank's Managed Asset Program, we give you access to this proven form of investing with a tailored portfolio of mutual funds specifically chosen to achieve your individual goals. You'll receive three levels of professional guidance:
- Personal investment advice
- Professional management of the underlying mutual fund portfolios by some of the world's leading investment professionals
- Multiple levels of portfolio management using the principles of asset allocation
Securities products are offered through Compass Brokerage, Inc., member FINRA and SIPC and insurance products are offered through Compass Insurance Agency, Inc., each an affiliate of Compass Bank.
Securities and insurance products:
- Are not FDIC insured
- May lose value
- Are not Bank Guaranteed
