To: HORIZON Subscribers
From: Compass Investors
Re: HORIZON 2013 Subscriber Survey: RESULTS
What follows is a summary
of results and brief analysis of Compass Investors' 2013 survey of customer
satisfaction, distributed in November 2013. We promised this summary of our
Survey Results some weeks ago, but our Directors were unanimous in deciding not
to issue this report to subscribers until we had determined what specific
actions we were prepared to make in response to your input.
The most frequent suggestion we received was that we should make HORIZON available for purposes other than managing employer retirement plans.
Clearly, we have not done our job to communicate to the majority of our subscribers that the HORIZON service can be used for ANY mutual fund investment portfolio outside of your employer plan. In fact, nearly 20% of HORIZON subscribers now subscribe to at least one HORIZON plan in addition to their employer plan.
And given the burgeoning market for exchange traded funds (ETF), we've been busy researching the feasibility of offering a suite of HORIZON ETF plans. After a careful analysis, the decision was made to go forward with this initiative, and we've been working over the past number of weeks to construct these plans along with documentation to make them as easy to use as our mutual fund plans.
The most frequent suggestion we received from you was that we should make HORIZON available for purposes other than managing employer retirement plans.
As a result, by the end of March, Compass will offer plans for every
brokerage firm that now offers commission-free collections of ETFs-Fidelity,
Vanguard, Schwab, TD Ameritrade, and E*TRADE.
Stay tuned for our official roll-out later this month of our expanded HORIZON offering, allowing subscribers even more opportunities to benefit from our markedly superior performance inside AND outside of their employer retirement plans. As an added bonus, remember that additional HORIZON subscriptions are available to current subscribers at a 50% discount for 3 years-a $900 savings.
More Action in Response to your Feedback:
If you know someone you think would benefit from taking a more active role
in managing their investments, why not let them know about our service and results?
Click here to access a form where you can
tell others about us or copy and paste the following URL into your browser's
address bar "www.compassinvestors.com/CI_Tell_A_Friend.htm". Remember that for each new subscriber that
mentions your name, you earn a $50 referral bonus.
Thank you again to those who took time to share their thoughts and comments. But remember, if you have something on your mind, you don't have to wait to be "officially" surveyed. Contact us any time!
Kevin L. Coppola
President, Compass Investors, LLC