Compass Portfolio Program

  • Sophisticated portfolio management for investors
  • Robust ETF portfolios designed by MFA
  • MFA digital experience for our clients
  • Tax loss harvesting availability
  • Automated rebalancing according to clients risk tolerance
  • Seamless integration with MAP aggregation tools which are a 360 degree client view of financial life, giving the client complete access to their financial lives.
  • mcmahon-compass-portfolio
  • mcmahon-compass-portfolio-get-started

Click on each chapter to learn more.

Information Collection & Goal Identification

PATH Precisely Allocated Tactical Holdings

Portfolio Optimization

Tax efficient rebalancing and harvesting

Real time balances and performance

Custom portfolio and mobile app