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

Quarterly Investment Update | July 13, 2020

Investment Update

Reopening the Economy is Showing Positive Results—But at What Cost? While the easing of US economic lock-downs has generated an expected rebound in economic activity in May and June, the recent resurgence in corona-virus infections is likely to slow the pace of recovery in the second half of the year. The latest estimates are for…

July 13, 2020
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Recent News
  • Quarterly Investment Update | July 13, 2020
    July 13, 2020
  • Market News – June 29, 2020
    June 29, 2020
  • Market News – June 23, 2020
    June 23, 2020
  • Market News – June 15, 2020
    June 15, 2020
  • Market News – June 1, 2020
    June 1, 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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