Compass Ion Advisors, LLC.
Compass Ion Advisors, LLC.
Financial Services
Invest in what matters
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    Do you worry about whether it will cause your family to flourish or fail in the long term?

    Ultimately, your financial resources should be protecting and promoting the things in life that matter most to you.

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    What desires are most important to you and your family?

    What accomplishments in life would give you the greatest satisfaction? What sort of impact do you want your life and your family to have?

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    Do your current financial decisions reflect your values and the vision you have for your life?

    If you make no changes in your life, will you achieve what matters most to you?

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    We continually monitor the landscape, from major economic trends to subtle differences in valuation or sectors, to anticipate and react to changing risk, as well as to recognize emerging opportunities in places most are too distracted to notice.

Our mission is to discover, plan and invest for what matters most in order to free individuals and families to lead lives of significance, and help institutions effectively support their mission.

Wealth Management Services

  • Financial planning for individuals and families
  • Endowment and Foundation Consulting
  • Investment strategy and portfolio management
  • Legacy planning

Jim Baird

Investment Update from James C. Baird, Founder

Investment Update

Dear Clients & friends, March concluded one of the worst quarters for the equity market in 70 years, with the S&P 500 losing -19.4% in Q1 (-12.5% in March alone).  What made the current selloff unique from a historical perspective is the speed in which this decline occurred.  For perspective, it took the S&P roughly…

April 6, 2020
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Recent News
  • Special Market Update | May 5, 2020
    May 5, 2020
  • ADV Extension
    April 13, 2020
  • Market News – April 6, 2020
    April 7, 2020
  • Investment Update from James C. Baird, Founder
    April 6, 2020
  • Market News – March 16, 2020
    March 16, 2020

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Securities offered through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. | finra.org

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC

100 Enterprise Drive, Suite 504 | Rockaway, NJ 07866 | (800) 637-3211

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