A portfolio design to give you confidence the toughest critics can appreciate.
Your Compass Portfolio will have good days and bad days, and good months and bad months, but over time Compass Portfolio Series' enhanced portfolio design has weathered the storm. A foundation based on diversification, external investment managers, disciplined strategies and low fees are the secrets of Compass Portfolios’ success. They’re also the foundation which we build your personal plan on.
The Compass Portfolio Series is a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolio Series and, each offers three series, A, F1 and O. For more information on the Compass Portfolio Series or investing in mutual funds please continue reading or refer to the prospectus