Compass™ Portfolios

Balanced Portfolio

Grow your portfolio with an approach that balances risk and reward.

You want real growth without sacrificing stability.

Invest in a portfolio that offers the opportunity for equity growth while balancing that risk with more predictable fixed investments. With this comfortable middle ground approach, your investment will grow, but your worries won’t. 

The Balanced Portfolio makes sense if you’re seeking medium investment risk and moderate returns. Its investments are well balanced between lower risk fixed income investments and equities with higher potential returns.

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Frequently Asked Questions

Investors who:

  • have a medium-to-long-term investment horizon
  • are looking for a balance of income and long-term capital appreciation
  • are willing to accept modest fluctuations in the value of their investments
  • are interested in a low-risk investment
  • want a low-maintenance investment vehicle
  • want to diversify their portfolio not only by asset class, but also by investment manager and management style
  • want professional advice in choosing and monitoring their asset mix

This fund is not a good fit for you if you have a short-term investment horizon, or if you are unwilling to accept moderate fluctuations in the value of your fund.

Ready to get started?

Let our investment experts help you build a solid foundation for a well-balanced future—with the Compass Balanced Portfolio.

We can help all investors reach their financial goals.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.

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