https://compassinvestmentsllc.com/home daily 1.0 2025-05-05 https://compassinvestmentsllc.com/ourstory daily 0.75 2024-04-23 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/a2e39344-16ec-414b-927b-90a1dc638c85/512logo-small.png Our Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://compassinvestmentsllc.com/whatwedo daily 0.75 2024-10-02 https://compassinvestmentsllc.com/commentary daily 0.75 2023-04-20 https://compassinvestmentsllc.com/alliance daily 0.75 2024-04-23 https://compassinvestmentsllc.com/contact daily 0.75 2023-09-18 https://compassinvestmentsllc.com/important-information-and-disclosure daily 0.75 2024-10-01 https://compassinvestmentsllc.com/privacy-notice daily 0.75 2022-03-16 https://compassinvestmentsllc.com/dennis-criteser-1 daily 0.75 2022-03-17 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/f29b7d94-55a6-403e-9f48-1bdbe3b0fada/DENNIS.jpg Dennis Criteser - Dennis Criteser As a Investment Advisory Representative (IAR) with Compass Investments, LLC, I manage investments for people who would rather not take on the task themselves. I came to this work in a circuitous fashion, spending much of my pre-50s in the world of the arts, both as Program Director of Blue Bear School of Music in San Francisco and as a studio “artist” producing and recording albums for myself and others. I was motivated by Art, not by Money. In the back of my mind, I knew I would someday inherit a fine collection of classic cars restored by my father over the course of twenty years, two with me as his assistant. In the early 1990s, it started sinking in that my father would not live forever. I began studying money and investments in order to honor my father’s eventual gift – I wanted to understand money and how to handle it intelligently. While I started as a math major at Stanford University in 1969, I left that subject to pursue other worlds. Studying investments was a return to a part of me I’d left behind. I studied the academic literature on finance (research that is driven by a desire to find out what is and isn’t so, not by the desire to sell products), and combined that with hands-on investing. I eventually reached a point where I wanted to use my understanding and deep interest to help bridge the worlds of Art and Money. Since 2000 I have worked as a IAR helping artists, musicians, and other creative types to manage and understand their investments. My core work is investment management, but I sometimes help clients understand issues related to taxes, inheritance, divorce, real estate, insurance, college planning and retirement planning. My investment approach reflects the answers to two primary questions: 1) what is the current economic environment regarding growth and inflation? 2) given the economic environment, which investments perform best and which worst? Using exchange-traded funds (ETFs), I then construct portfolios that have the highest probability of giving good risk-adjusted returns. I am very concerned with avoiding significant drawdowns. My work is based on rigorous quantitative, bottom-up and macro analysis supplied by independent research firm Hedgeye in Stamford, CT. https://compassinvestmentsllc.com/olivia-knecht daily 0.75 2023-04-20 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/754d4f45-9a4e-4a4f-90e7-cca1d3b09eaa/IMG_4844+2.jpg Olivia Knecht - Olivia Knecht, CFP® Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://compassinvestmentsllc.com/our-team daily 0.75 2022-10-25 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/6947a070-ff49-40ae-be04-f57a2acfeb91/mapnew+copy.png Our Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://compassinvestmentsllc.com/glen-rolofson daily 0.75 2022-03-17 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/1a5a3343-4e37-41d9-81f9-c696447278d6/GLEN.jpg Glen Rolofson - Glen Rolofson Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://compassinvestmentsllc.com/pegler-swift daily 0.75 2022-03-24 https://images.squarespace-cdn.com/content/v1/622cdc5d4b82933b2823dcde/82d2dcaf-acfc-4095-a6de-e946ed9cc630/PEGLER.jpg Pegler Swift - 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.