We place our clients' interests first, act with integrity and honesty, and strive for excellence in every facet of our practice. Everything in life that has meaning, value, and worth involves work, time and effort. Compass Financial's true value is our people and reputation. Navigating the critical areas of investment services towards financial security can be intimidating, especially if you've never done it before.
It's easy to get lost in the aggressive world of investments. It's easy to lose sight of the horizon. The price for making mistakes can be high. Let us, at Compass Financial Management, help you by taking the helm. No matter what your stage in life, or what the specific purpose of your investments is, it's important to know you're heading in the right direction.
It's easy to get lost in the aggressive world of investments. It's easy to lose sight of the horizon. The price for making mistakes can be high. Let us, at Compass Financial Management, help you by taking the helm. No matter what your stage in life, or what the specific purpose of your investments is, it's important to know you're heading in the right direction.
Services
We provide discretionary private investment management for individuals and corporate accounts as well as 401(k) advisory services. Prior to the start of Markowski Investments, Chris worked on Wall Street as an investment banker. Since 2002 he has hosted of one of the longest running financial radio shows in the country, The Watchdog on Wall Street Radio Show.
The investment strategies we create are custom designed to match each client's unique needs. Strategies can range from conservative to aggressive. We understand the challenges and view the 401(k) plan as a fundamental tool to attract, motivate and retain talented professionals. If you have financial goals, want to invest profitably and securely, and do not have the time or expertise to manage a dynamic portfolio, chances are that you do.
The investment strategies we create are custom designed to match each client's unique needs. Strategies can range from conservative to aggressive. Each client's path is determined based on variables discussed with that client before the process begins. Investment strategies are always governed by our four principles of business: Independence, Full Disclosure, Integrity and Value.
Business owners are presented with opportunities and decisions every day. How to serve your customers and grow your market, while still investing in your business and employees? We understand the challenges and view the 401(k) plan as a fundamental tool to attract, motivate and retain talented professionals.
If you have financial goals, want to invest profitably and securely, and do not have the time or expertise to manage a dynamic portfolio, chances are that you do. Good financial planning is all about preparation. Life throws many things at us, some of them wonderful, like the birth of a child, others stressful and problematic, like the loss of a job.
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