Compass Portfolio

Here at MFA Wealth, we strive to provide unparalleled services and support by regularly evaluating ourselves and constantly striving to enhance our skills and knowledge. With these goals in mind, we leverage our Compass Portfolio Program.

The Program

The Compass Portfolio Program provides sophisticated portfolio management for investors, robust ETF portfolios designed by MFA with digital experience by MFA for our clients. Some of the tools provided are Tax loss harvesting, Automated rebalancing and seamless integration with MAP aggregation. Our MAP aggregation is a 360 degree client view of financial life, giving the client complete access to their financial lives.