Compass Ion Advisors, LLC.
Compass Ion Advisors, LLC.
Financial Services
Invest in what matters
  • Home
  • Our People
  • Our Mission
    • Mission & Values
    • History
    • Services
  • Our Process
    • Overview
    • Discover
    • Plan
    • Invest
  • Market News
  • Contact
    • Contact Info
    • Directions
  • Private Client Access
MENU CLOSE back  
  • CIA-slider-1
  • CIA-slider-2
    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.

  • CIA-sliders-lrg1
    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?

  • CIA-sliders-lrg2
    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?

  • CIA-sliders-lrg3
    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
Details

New Here?

Talk to Matt!

610.783.4263 Contact Form

Talk to Matt!
Recent News
  • 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
  • Market News – March 9, 2020
    March 9, 2020
  • Market News – March 2, 2020
    March 2, 2020

© Copyright 2008-2018 Compass Ion Advisors, LLC. All Rights Reserved

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

Check the background of this firm on FINRA’s BrokerCheck. | Privacy Policy