Foundation Portfolio
Compound’s managed investment portfolio provides a diversified portfolio that optimizes your long-term, risk-adjusted return.
Compound’s managed investment portfolio provides a diversified portfolio that optimizes your long-term, risk-adjusted return.
Compound’s investment philosophy is built upon principles of diversification, sector weighting, risk management, and tax optimization.
Compound’s team of fiduciary advisers learn about your goals and tailor your asset allocation to calibrate your risk while maximizing your return.
Market volatility may cause some of the assets in your portfolio to appreciate or depreciate in value. Compound actively rebalances to ensure you’re managing risk appropriately.
Compound’s team of investment advisers strategically swap your underlying assets at a loss to offset capital gains and harvest losses to increase overall tax efficiency.
Compound's team of investment advisers will work with you to build a monthly investment plan. We will automatically transfer a set amount of money each month from your bank account into your Compound Managed Portfolio.
We design portfolios using highly liquid, low-fee investment funds.
All performance statistics are back-tested only. No representation is being made that Compound Managed Portfolios will or is likely to achieve comparable performance results to those shown above. In fact, there are frequently sharp differences between a hypothetical performance record and the actual performance record subsequently achieved by live trading.
Hypothetical, back-tested results were achieved by means of the retroactive application of a simulation model and, as such, the corresponding results have inherent limitations, including: The results do not reflect the results of actual trading using client assets. The results do not reflect the investment of dividends in the same way that an investor might, nor the deduction of transaction, custodial or advisory fees, the deduction of which would have the effect of decreasing model performance results, and back-tested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s management of actual client assets.
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.