Separate Accounts

Compass EMP provides the following separately managed account programs for Financial Advisors and investors:

Envestnet Separate Account Platform - $25,000 minimum
Schwab Institutional Third Party Marketplace Platform - $100,000 minimum
Compass EMP Full Turnkey Separate Accounts - $100,000 minimum

The separate account platforms above include comprehensive portfolio management, performance reporting and online access. Investment vehicles include up to 13 Compass EMP individual asset class funds to gain access to our patent pending volatility weighted enhanced indexes and alternative asset classes that have the ability to help protect and advance invstment portfolios.

Compass Efficient Model Portfolios provides the following asset allocation models:

  • Conservative Balanced SMA
  • Balanced Growth SMA
  • All Growth SMA
  • Conservative Balanced SMA with Alternatives
  • Balanced Growth SMA with Alternatives
  • All Growth SMA with Alternatives
  • Alternative SMA

Compass EMP Institutional Full Access Portfolios: Compass EMP provides seperately managed accounts for our CEMP Volatility Weighted Index strategies. See www.CEMPIndex.com for more information. Minimum account size is $10 million to $30 million depending on the strategy or index.

Investment advisory services offered through Compass Efficient Model Portfolios, LLC (Known as Compass EMP) a Registered Investment Advisor with the Securities and Exchange Commission. Compass EMP is not affiliated with the Envestnet Corporations or Schwab Institutional, Inc. (Includes Charles Schwab & Co., Inc)
213 Overlook Circle, Suite A Brentwood, TN 37027  Phone: 615-620-8600 or 866-376-7890; Fax: 615-661-6640