Compass Investors Now Serving 401(k) Participants at First Midwest Bank and Bank of America

For Immediate Release

Compass Investors Now Serving 401(k) Plan Participants at First Midwest Bank and Bank of America

Kenilworth, IL –  July 11, 2017 – Compass Investors announces the availability of its Horizon™ brand Adaptive Asset Allocation™ investment analysis service to 401(k) plan participants at two financial institutions: First Midwest Bank, providing business and retail services in 67 branches in more than 40 cities in Illinois, Indiana, and Iowa; and Bank of America, “A Global Company with a Local Focus,” with over 47 million individual, business and institutional clients in 35 countries.    

Now plan participants at both companies can sign up to receive objective analysis, every five weeks, of the particular fund choices in their 401(k) plans. Compass Investors’ offers its Adaptive Asset Allocation™ service on a subscription basis to individuals with retirement investments at more than 50 companies, universities, and financial institutions. Back-tested average annual return for Horizon plans—serving not only individual corporate 401(k) plans and 403(b) plans but custom-designed IRA plans with a variety of major brokerage houses—is greater than 11% since 1997.

Subscribers also receive Compass Investors’ blog, Compass POINTS™, providing helpful perspectives, strategy and information for those seeking to maximize their retirement savings. This is available to the public as well through their company website.

Contact Information

Timothy H. Scherman, Editor

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Main Office: (866) 54-COMPASS


About The Compass Institute and Compass Investors

Compass Investors’ Horizon™ was developed during a five-year research study at the Compass Institute. Headquartered in Kenilworth, Illinois, the Compass Institute is a privately funded research group formed in the late 1990s dedicated to investment strategy research and investment education. The Institute seeks to deliver outstanding value not only to individuals but also to organizations who desire to add meaningful value to the lives of their employees. Compass Investors is a privately-held provider of mutual fund and ETF investment analysis. The company and its Horizon™ service have been featured in various newspaper, magazine and television articles addressing the importance of growing one's investments large enough to provide quality retirement.

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