Compass Rose Asset Management
124 East 14TH Street
New York, NY 10003
Website:
compassroseam.com
Firm Size
- Assets Under Management (AUM):$12 Billion
- Number of Funds:3
- Employees:35
- Firm Type:Hedge Fund
Description
Compass Rose Asset Management is a financial advisory firm located in New York, NY. The company specializes in providing personalized investment management solutions and financial planning services to individuals, families, and institutions. Their team of experienced professionals work closely with clients to understand their unique financial goals and create tailored strategies to help them achieve long-term success.
Compass Rose Asset Management follows a disciplined and research-driven approach, combining traditional and alternative investment strategies to diversify and optimize client portfolios. They offer a wide range of investment options, including equities, bonds, mutual funds, and exchange-traded funds (ETFs), to meet different risk appetites and investment objectives.
In addition to investment management, Compass Rose Asset Management also offers comprehensive financial planning services. This includes retirement planning, estate planning, tax planning, and education funding strategies, among others. By understanding the client's overall financial situation and goals, the firm aims to create a holistic plan that addresses their immediate and future needs.
At Compass Rose Asset Management, client satisfaction is at the forefront. They strive to build long-lasting relationships based on trust, transparency, and fiduciary responsibility. Through ongoing communication and regular portfolio reviews, the firm ensures that clients are informed about their investments' performance and any necessary adjustments to stay on track towards their objectives.
Overall, Compass Rose Asset Management is committed to providing personalized and objective financial advice to help clients navigate the complexities of the investment world and achieve financial success.