• Sophisticated portfolio management for investors
  • Robust ETF portfolios designed by MFA
  • MFA digital experience for our clients
  • Tax loss harvesting availability
  • Automated rebalancing according to clients’ risk tolerance
  • Seamless integration with MAP aggregation tools which are a 360 degree client view of financial life, giving the client complete access to their financial lives.

Click on each chapter to learn more.

View Your Compass Portfolio

Get Started with Compass Portfolio

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Information Collection & Goal Identification

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PATH Precisely Allocated Tactical Holdings

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Portfolio Optimization

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Tax efficient rebalancing and harvesting

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Real time balances and performance

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Custom portfolio and mobile app