Compass is an automated investing platform designed to help investors reach their most important financial goals.
Cypress Asset Management marries evidence-based investing with a holistic financial planning approach. Compass is the simplest way for investors to access our portfolios and build wealth with us.
Low-cost portfolios designed to meet each client's specific objectives.
A simple and intuitive client interface including performance reporting.
Live updating of financial goals and progress reporting.
Regular communication from Cypress Asset Management experts.
Automated rebalancing and trading.
Assets custodied at Betterment.
Setting up a Compass account is quick and easy. Simply complete the brief questionnaire prompted by clicking the button below. Or you can contact us directly and we'll set your account up for you.
It is never too early, or too late, to set a course toward wealth-building and financial freedom. Tell us more about your goals, and we will get you started on a proper path to achieve them.
Monday - Friday: 8am - 4pm
Saturday and after hours by appointment