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Investment Management Services & Strategies at Compass Financial

Every day new investment opportunities make their way into the daily headlines. If we aren’t careful, our investment decisions will follow these headlines, potentially leaving us with an inconsistent approach based on market timing rather than common sense.

At Compass Financial Services in West Des Moines, our financial advisors are qualified to give you advice on how to make smart investment decisions. At the end of the day, you’re working toward a financial goal that is important to you and your family, and we want to come alongside you with short and long term investment strategies to help you pursue your goals.

What is Investment Management?

Investment management refers to the handling of financial assets and other investments. This includes buying and selling financial assets, but it can also include strategizing, budgeting, tax strategies and risk planning.

How to Make Smart Investment Decisions

Learning how to make smart investment decisions is a process, and it can be overwhelming to do it alone. There are so many conflicting resources and advice about what is the best investment strategy, and it’s tough to wade through the noise. Partnering with one of our financial planners in West Des Moines is a great way to get advice and learn helpful tips about what will work best for your personal needs and financial situation.

Developing the Right Investment Strategy For You

There’s no such thing as a “one size fits all” investment strategy. The right investment strategy for your neighbor might not be the same as the right investment strategy for you. Talking to a financial professional can provide clarity when it comes to different investment options and determining which will be the right fit for you.

Investment Strategies For Beginners

A good investment strategy for beginners is to talk to an experienced financial advisor. A financial advisor will be able to help you understand your financial position and what types of investments make the most sense for you.

The good news is, you may already be investing! If you have a 401(k) or Simple IRA with your employer, you have some experience with investing. The Advisors at Compass Financial Services can help you understand how to manage your 401(k) wisely if you have any questions.

Short Term Investment Strategies

Short term investment strategies are often riskier than long term strategies, but they don’t have to be. Our Compass Financial investment advisors can identify and recommend various short term investment strategies, such as:

  • Certificates of Deposit
  • Savings Accounts
  • Municipal Bonds
  • Money Market Accounts

Long Term Investment Strategies

With long term investment strategies, success is based on periods of time lasting years, so it can take longer to see a return on your investment. But long term strategies are often less risky. Getting good advice from a financial professional can help you focus on the the big-picture and not be swayed by short-term volatility in the market. Long term investment strategies include:

Investment Management Strategizing With Our West Des Moines Financial Advisors

At Compass Financial Services, we provide thoughtful wealth and investment management services for our clients. A comprehensive wealth investment advisory process helps us frame investment decisions, and our clients can benefit from this collaborative approach.

We take the time to get to know our clients and their financial needs. This allows us to build investment strategies that align with their entire financial plan. Throughout all the life stages in financial planning, Compass Financial Services is here to support and guide you.

We have chosen LPL Financial as our broker dealer. Their commitment to independence includes the philosophy of allowing us the freedom to recommend strategies to our clients with no proprietary influence.

Explore more financial services in Des Moines, including hourly financial planning and meeting to discuss insurance in financial planning. Reach out to us if you’d like to meet with a financial planner in Des Moines to discuss your investment management options. We are excited to work with you, to listen, and help you pursue your goals.