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CompassWeb > Personal Services > Private Client Services

Introducing The SmartPath Portfolio

Compass is proud to introduce our new SmartPath Portfolio, an investment solution offering you access to the investment philosophies of leading third-party money managers and high levels of customization.

SmartPath provides you with the exceptional service and convenience that comes with having your own personal portfolio manager right here at Compass Bank.

Your local Compass Portfolio Manager coordinates the investment decisions of the third-party money managers to ensure your preferences are met and monitors your portfolio to better manage after-tax performance and overall return.

See an overview of features >

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  Contact us to schedule a meeting with a Compass Private Client Services Relationship Manager.
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Insight 2006 Q1
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