SmartPath Portfolio
More about SmartPath
Improving Tax Efficiency
If you'd like to manage your taxes more effectively,
SmartPath can offer you some valuable advantages. The separate accounts
you own with SmartPath may allow for more flexibility and control in
managing taxes than traditional mutual funds.
Socially Responsible Investing
Are you interested in making investments that reflect your
individual concerns? SmartPath is tailored to your personal preferences,
Your Compass Portfolio Manager will integrate your convictions with
the buy and sell recommendations from each money manager to balance
risk, return, and customization.
