Be confident with a portfolio solution
Take the guesswork out of investing with a portfolio solution, which can support your personal investment goals and match your risk tolerance so you always feel comfortable.
Investment Funds
Compass™ Portfolios
Strategic investment portfolios for various investor types and timelines.
A professionally managed portfolio solution designed to meet your needs.
Built for purpose
Each CompassTM portfolio is built to achieve its designated goal, whether that’s to preserve the money you invested or to maximize returns while managing the risks.
A diversified approach
The Compass portfolios are a globally diversified solution from different sectors and geographies of the global market, giving you access to investment opportunities difficult to obtain for the DIY investor.
Professionally managed
An expert team of investment professionals carefully monitor and adjust the portfolio as needed to stay the course, providing you with peace of mind that your goals will be achieved even as the markets fluctuate.
We can help all investors reach their financial goals.
The Compass Portfolios and ATBIS Pools are a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolios and, and four ATBIS Pools. For more information on Compass Portfolios or investing in mutual funds please continue reading or refer to the prospectus.
Compass is a trademark of ATB Financial.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com