Compass Institutional Marketing, LLC is a cost efficient innovator of high quality marketing support services for institutional investment managers.

Compass is based in Boca Raton, FL and was built upon the skills and knowledge that its founder has acquired over years of industry experience with firms like Franklin Templeton and Nationwide.

The primary vision of Compass is to work diligently to help our clients win new accounts, grow their assets and become more profitable. We assist our clients in improving margins within marketing cost centers while at the same time enhancing the quality of various marketing processes and products (i.e. RFPs, Consultant Databases, and Presentations).

We achieve this at Compass through affordable cost centers, experienced and efficient personnel, enhanced technology systems, industry best practices and repeatable processes. Since we benefit from economies of scale so do our clients.

We completely understand that marketing functions such as RFP/RFIs and Consultant Database Population are critical to the success of investment managers. We take pride in our services and are diligent in making sure our clients are given the best opportunity to win new business. We have an outstanding staff and we enjoy our work.