Pegler Swift

I’ve been with Compass Investments since 2008, working with clients to create robust, diversified, tax-efficient portfolios designed to perform well in all types of market conditions.

I enjoy meeting with and listening to clients, and I find it deeply satisfying to use my skills to help people meet their financial goals and create the lives they envision for themselves.

I specialize in retirement planning and investment portfolio management, typically creating broadly diversified, low-cost, tax-efficient portfolios. For most of my clients, I use ETFs and no-load mutual funds, but for some – those who are interested in creating a long-term income stream – I may use individual dividend-paying stocks as well.

My credentials include:

  • CERTIFIED FINANCIAL PLANNER™ professional

  • ChFC® (Chartered Financial Consultant), The American College, Bryn Mawr, PA

  • RICP® (Retirement Income Certified Professional), The American College, Bryn Mawr, PA

  • Series 66 Securities License

  • Member of the Financial Planning Association (FPA)

  • Masters Degree in Computer Science, University of Wisconsin, Madison WI

  • Bachelors Degree in Philosophy, University of Virginia, Charlottesville VA

My personal interests include gardening, hiking, and yoga.