Compound's Custom Indexing Portfolio combines the power of automation with the expertise of in-depth portfolio management.
We provide a hyper-customized, fully diversified portfolio built around your specific needs, outlooks, and goals.
Compound’s investment philosophy is built upon principles of diversification, sector weighting, risk management, and tax optimization. We build our foundation across a variety of asset classes and personalize your portfolio across hundreds of holdings.
Compound’s team of fiduciary advisors learn about your goals and tailor your asset allocation to calibrate your risk while maximizing your return.
Custom Indexing lets us craft a highly diversified portfolio for your goals and needs. It comes with features like Custom Indexing which offers the power of direct indexing (investing directly in the holdings or partial holdings of a target index) customized to you.
Custom Indexing can help customize your portfolio toward sectors or practices you believe in (e.g., climate awareness, diversity, and more) or away from areas you'd like to avoid or limit exposure to (oil, guns, and more).
Tax-Loss Harvesting ("TLH") works for taxable investment accounts and can help reduce your tax bill by capturing investment losses from security movements in your portfolio. This can mean more money to invest: your portfolio working for you. While we cannot forecast security or market movements, empirical studies have shown that using TLH in conjunction with a feature like Custom Indexing on taxable accounts can add an incremental 0.34%-3.62% benefit to the portfolio. The reason for this additional benefit is because we can harvest losses across an extensive portfolio of securities as opposed to simply harvesting only losses on a single or limited number of Exchange Traded Funds (ETFs).
Compound’s team will work with you to build a long-term investment plan and set up automatic deposits to help you reach your goals. We will set up automatic transfers from your bank into your Compound investment account.
We have partnered with O'Shaughnessy Asset Management ("OSAM"), an asset management firm that oversees and manages over $6 billion in assets to bring this sophisticated investment product to life. Our goal is to combine deep investment expertise, software-driven automation, and best-in-class customization so that your money is always working for you.
This presentation is for informational purposes only and should not be construed as legal, tax, accounting or investment advice. Under no circumstances should any material presented be used for or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities or investment fund. The material presented does not constitute, and may not be used in connection with, an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making such offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation.
The investment process described in these illustrations is subject to change at Compound’s discretion and based on Compound’s work with clients to create a suitable portfolio.
No representation is made that these illustrations will assist any person in making investment decisions and no graph, chart or other visual aid can capture all factors and variables required in making such decisions.
This presentation is general in nature and intended to provide an overview of Compound’s services and does not purport to be a complete description of our services. Your engagement with Compound is subject to terms which are set forth in your agreement with us. This presentation is not an offer to sell securities. An investment in any strategy, including any strategy that Compound may recommend, involves a high degree of risk including the loss of principal. There is no guarantee that the investment advice provided by Compound will achieve your objectives.
This presentation is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person without the express consent of Compound.