Asset Allocation Tools
Compass Efficient Model Portfolios offers seperately managed accounts on several brokerage platforms representing up to 15 low correlating asset classes. These asset classes are volatility weighted and rebalanced periodically.
Below you will find seven asset allocation models utilizing the Compass EMP individual asset class funds. These asset allocation models range from conservative to aggressive. Three models include stock, bond and alternative investments and three are tradtional stock and bond investments. We have also include an alternative only portfolio for your convenience.
Please review the asset allocation tools on a regular basis for any appropriate updates.
Investment Suitability Questionnaire
Compass EMP Conservative Balanced SMA
Compass EMP Conservative Balanced SMA with Alternatives
Compass EMP Balanced Growth SMA
Compass EMP Balanced Growth SMA with Alternatives
Compass EMP All Growth SMA
Compass EMP All Growth SMA with Alternatives
Compass EMP Alternative SMA
Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. This and other important information about the Compass EMP Funds can be found in the Fund's current prospectus. A prospectus with this and other important information about the Fund may be obtained by calling your Financial Advisor or shareholder services at 1.888.944.4367. Please read the prospectus carefully before investing. Shares of the Compass EMP Funds are distributed by Northern Lights Distributors, LLC, member FINRA.