Accredited Investor
We offer private consultations for accredited investors. We evaluate existing or potential equity and stock option positions relative to their established investment objectives. Market Compass, Inc. evaluates and provides alternative investment approaches for the sole purpose of managing risk in a given portfolio.

We have relationships with several financial institutions and investment firms that can facilitate meeting your investment objectives. We can help you manage issues ranging from capital deployment to real-time risk management.

Take the time to address your most important financial goal: preservation of capital in all market conditions. Only when proactive risk management objectives are in place can you tackle the capital generating strategy.

At Market Compass, Inc. first and foremost in our minds is risk management and preservation of capital.

Our services include the following:

  1. Portfolio Review & Risk Management
    1. Analyze current positions
    2. Delta exposure reductions
    3. Alternative solutions
    4. Proactive Risk Management
  2. Education
    1. Portfolio Analysis
    2. Risk Management
    3. Tax implications
    4. Portfolio Design
    5. Alternative structures
  3. Capital Deployment
    1. Structured Products
    2. Secured Notes
    3. Investment & Trading Firms
    4. Financial Advisory Services

For more information click on the link below.


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