The Compass Story

Compass Story  
 
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ATB Investment Management Inc. created the Compass Portfolio Series to help pe​ople reach their financial goals. The right Compass Portfolio can help you cross off the important items for which you need to save, like owning a home, sending your kids to a great school and retiring comfortably. Compass' unique design is built around an investment philosophy that opens opportunities otherwise unavailable to individual investors. Our approach has garnered recognition for ATB Investment Management Inc., as manager of the Compass Portfolio Series, by winning the Lipper Fund Awards for Best Mixed Asset Fund Group​ in 2012-2014. Learn how Compass can help you on your personal path to success.
Why Compass?

Why Compass? A proven investment process that works.

Compass Portfolios have achieved an enviable track record by being disciplined investors, not speculators.


Why Compass
Portfolio Design. Don’t put all your investments in one market.

Portfolio Design. Don’t put all your investments in one market.

Compass Portfolios have weathered storms in individual markets and grown steadily because they're diversified by geography, investment type, and investment manager.


Portfolio Design

 
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Investment Managers

Sub-Advisors. We work with some of the best in Canada.

You benefit from our decision to work with some of the most highly respected Sub-Advisors across Canada, instead of relying solely on an in-house team.

Investment Managers
Disciplined Strategies

Disciplined Strategies. We make course corrections when others swerve.

Compass Portfolios follow proven strategies and make strategic corrections, but we don’t make investment decisions based on fads and media hype.

Disciplined Strategies
Low Fees

Low Fees. Less fees equal more money for you.

Compass Portfolios is able to negotiate and charge lower fees because we invest hundreds of millions of dollars at a time, saving you money.

Low Fees
 
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