Compass Financial Partners named to Pensions & Investments 2013 Top Consultants
GREENSBORO, NC December 2013 - Compass Financial Partners has been named to Pensions & Investments 2013 Top Consultants*, ranking in the Top 100. The Top Consultants is a listing of investment management consulting firms based on assets under advisement. Kathleen Kelly, Founding and Managing Partner commented, “We regard this recognition from Pensions & Investments as an honor that demonstrates our leadership in the retirement plan industry, and are both proud and humbled that so many companies have selected to partner with us as their independent retirement plan consultant. We believe that this is a critical time for Americans in their quest to retire, many of whom need strong financial help and advice now more than ever before. It is a privilege and a responsibility for us as a firm, and as an industry, to provide that help."
About Pensions & Investments
With unmatched integrity and professionalism, Pensions & Investments consistently delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Since its founding in 1973, this continues to be the mission of Pensions & Investments, the international newspaper of money management. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money. For more information see www.pionline.com.
About Compass Financial Partners, LLC
Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From recordkeeper search and selection and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is based in Greensboro, N.C. For more information, visit www.CompassFP.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), a top RIA custodian** and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
*Methodology: P&I's consultant survey focuses on firms providing investment management consulting services. The assets under advisement are tracked for total clients worldwide, institutional clients and U.S. institutional, tax-exempt clients, as of June 30. Retainer and non-retainer clients may be counted in the AUA.
**Cerulli Associates: RIA Service Agent Survey Q1 2013