401k
Compass Efficient Model Portfolios provides asset allocation models and enhanced volatility weighted index funds for 401k and 403b plans. Our asset allocation models include a multi-asset structure utilizing a traditional equity and fixed income models as well as multi-asset models with alternative (hedging) investments.
Our asset allocation models include the following:
Risk Based Allocation Models
- Compass EMP Conservative Volatility Weighted Portfolio
- Compass EMP Balanced Volatility Weighted Portfolio
- Compass EMP Growth Volatility Weighted Portfolio
Risk Based Allocation Models with Alternatives
- Compass EMP Alternative Balanced Portfolio
- Compass EMP Alternative Growth Portfolio
- Compass EMP Alternative Strategies Portfolio
Compass EMP offers Mutual Funds on the following patent pending CEMP Volatility Weighted Indexes:
- CEMP U.S. Large Cap 500 Volatility Weighted Index
- CEMP U.S. Small Cap 500 Volaitlity Weighted Index
- CEMP U.S. Large Cap Long-Cash Volatility Weighted Index
- CEMP U.S. REIT Long-Cash Volatility Weighted Index
- CEMP International 500 Volatility Weighted Index
- CEMP Emerging Market 500 Volatility Weighted Index
- CEMP International 500 Long-Cash Volatility Weighted Index
- CEMP Commodity Volatility Weighted Index