COMPASS was established for discerning individuals and families like yours.
We assist you in formulating your financial goals and then creating an appropriate plan to achieve them. Our innovative Wealth Management Solutions integrates your ongoing needs into one customized, cost-effective program.
Companies benefit from our extensive investment consulting experience.
COMPASS is engaged by companies to meet their investment management or consulting needs for corporate assets, as well as assist in meeting their fiduciary responsibilities as sponsors of corporate retirement plans.
We can provide you with an engaging speaker for your next event.
Louis E. Conrad II, CFA®, president of COMPASS Wealth Management, LLC, is available for speaking engagements nationwide. He also writes articles on investment, financial planning, and economic topics for publication.
“ I take pride in offering expert financial advice along with personalized service.
Assisting you in reaching your financial goals is my business and
I take that responsibility very seriously.”
Louis E. Conrad II, CFA®, President
COMPASS was founded by Louis E. Conrad II, CFA® in 2000 and serves clients along the Eastern Seaboard.
An experienced investor, Lou formerly managed a top performing mutual fund.
Lou was previously the Director of the Fund Analysis & Research Group at Fidelity Investments.
For the tenth year, Lou was named a Five Star Wealth Manager℠ for 2023.
"Bad Behavior: Why Investors Make Poor Decisions," an examination of what behavioral finance can tell us about investment decision-making, was presented virtually to an audience in NC in 2021, and previously in-person to audiences in MA and CT.
Lou was invited to and participated in a panel discussion at the 2019 Private Wealth New England Forum held in Boston.
TheStreet.com quoted Lou extensively in a series of articles that appeared during 2018 and 2019 regarding new Exchange-Traded Fund (ETF) introductions.
Lou was honored to speak to a delegation of government officials from Beijing, China regarding his experience as a mutual fund manager.
"Behind the Curtain," an exposé on the mutual fund industry, has been presented to audiences in MA, CT, and FL.
"Retirement Reality," a review of the challenges in preparing for or living in retirement, has been presented in MA.