Compass has weathered severe economic storms and grown steadily over the past twelve years, thanks to our steadfast investment philosophy, discipline, and focus on hand-picking excellent investment managers from around the country.
ATB Investment Management Inc. created the Compass Portfolio Series mutual funds exclusively for Albertans to give them full access to a portfolio model normally reserved for institutions and the ultra wealthy. Now, it is one of Canada's most successful portfolio programs.
Our six portfolios are designed to meet a range of investment needs from conservative, lower-risk investors all the way to more aggressive. It is a simple yet highly sophisticated solution that will help you achieve whatever goals you have chosen. After all, your happiness comes from reaching your goals—and that’s the best reward we could ever receive.
Here are a few reasons Compass Portfolios are different from other mutual funds:
- Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
- External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
- Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
- Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.
At ATB Investor Services, we can help you develop an investment strategy that fits your current situation and meets your future goals. Call 1-888-282-3863 or visit advice.atb.com to start building your plan online.