Separate Accounts

Compass EMP provides the following separately managed account programs for Financial Advisors and investors:

Envestnet Separate Account Platform - $25,000 minimum
Schwab Institutional Third Party Marketplace Platform - $100,000 minimum
Compass EMP Full Turnkey Asset Allocation Program - $100,000 minimum

The seperate account platforms above include comprehensive portfolio management, performance reporting and online access. Investment vehicles include ETFs to access traditional stocks and bonds and the Compass EMP Alternative Strategies Fund to access alternative asset classes such as commodity long/short, currency long/short, managed futures, equity long/short, real estate and bond long/short.

Compass EMP Institutional Full Access Portfolios - $25 million to $30 million

The seperate account platform above includes single account comprehensive portfolio management, performance reportng and online access. Investment vehicles include individual equities, fixed income, ETFs and futures contracts.  The portfolios will be managed similar to the Compass EMP Funds.

The risk based portfolios that Compass Efficient Model Portfolios provides is as follows:

Compass EMP Conservative Portfolio
Compass EMP Conservative to Moderate Portfolio
Compass EMP Moderate Portfolio
Compass EMP Moderate to Aggressive Portfolio
Compass EMP Aggressive Growth Portfolio
Compass EMP Alternative Portfolio

Investment advisory services offered through Compass Efficient Model Portfolios, LLC (Known as Compass EMP) a Registered Investment Advisor with the Securitied and Exchange Commision. Compass EMP is not affiliated with the Envestnet Corporations or Schwab Institutional, Inc. (Includes Charles Schwab & Co., Inc)
213 Overlook Circle, Suite A Brentwood, TN 37027  Phone: 615-620-8600  Fex: 615-661-6640