Compass Capital Management Group LLC

Found Nate at his previous firm through Unilocal in 2014 and there really was no question to continue working with him and Raymond at Compass Capital. Although my net worth may not be as substantial as others that live in the Bay Area, you’d never know it by the care, respect and expertise extended to me and my finances. Their use of technology and the web makes it easy for me to see exactly where I am financially on any given day and the Compass client portal is filled with useful information to help educate myself on investing, finances and making sound decisions. Having said that, the regularly scheduled in person meetings are just as informative and useful and this is where Nate and Raymond really shine! Any question you might have is answered in a way you can understand and without judgement. They truly have your best interest at heart and I know my financial future will be secure thanks to Nate and Raymond!

In your 20’s you don’t typically consider the long-​term in regards to your financial future, at least I didn’t. Starting my career I had very little financial knowledge, for example a traditional IRA vs. a Roth IRA, but working with Nate and his team has taught me a lot. They are very patient and are willing to make the extra effort to ensure you understand each financial topic that we’re tackling. They do not try to force your hand at all and make the otherwise uncomfortable process very relaxing. They also make themselves readily available and are very prompt with responding to questions or concerns you may have. Personally, I can have a tendency to impulse purchase which is why it is so vital for me to have someone I trust behind my greater financial future, and I really can’t say enough about how much Nate and his team have helped me work towards that future. I highly recommend reaching out to him and at least giving him a few minutes of your time.

My mother and I have worked with Nate since 2013 (at another firm) and we were so attached to his patience and skill that we followed him when he decided to open his own company. He clearly knows his stuff. He has a holistic approach to money management which takes into consideration every aspect of our financial lives and is eager to tutor us on how to achieve our goals while bringing to our attention issues we may not have considered including creating a safety net and being aware of tax consequences.
He works on a percentage basis of your portfolio rather than on commission so he is not beholden to any outside investment entity. Because of this approach I can see that his decisions are tied to our best interests (because they are also his). He takes the time to understand what our risk tolerance is and has some impressive diagnostic models to show how we are likely to do given thousands of market scenarios far into the future.
From what I know of his background he has a personal mission to keep his clients safe from bad financial outcomes while making the most of investment options. Combined with his ethical approach to investments (he screens stocks through both an environmental and social justice filter) I have every confidence in Nate’s advice and have grown to think of him as an important component of my advisory team. Just in the short time I’ve known him I feel that he takes a genuine interest in our well being and our lives. While his staff are also very attentive to follow through of transactions in every detail. You could not go wrong having Nate on your team.

Recently I’ve come across a nice sum of money that I wanted to invest. Not having a clue on how to move forward or where to start, I reached out to Nate from Compass Capital to help guide this process.
From the beginning Nate has been incredibly responsive to my questions (as I had quite a few!) and has always been so patient in discussing and explaining all of my options. For someone who’s never dealt with this sort of matter, it puts me at ease knowing that I can rely on Nate to be available when I need. He truly cares about his clients and it definitely shows through the many interactions that we’ve had.
If you’re looking for a trustworthy financial partner, Nate is definitely your guy!