Two Subscription Programs
According to our most recent Customer Satisfaction survey, 97% of our subscribers reported that they feel that the Horizon™ service is "well worth the fees paid."
Compass Investors accepts credit cards, checks and money orders for subscription payments.
Please note that while we do require 1-year of payment in advance when paying directly by mail or with a credit card, your subscription is covered by our Subscription Refund Guarantee throughout the subscription period. And you may cancel at any time after your 60-day trial period and receive a prorated bi-yearly refund. Warranty example.
If your plan balance is GREATER than $10,000...Click to access the mail order form.
If you are just starting your plan, your plan balance is LESS than $10,000, or you or a member of your household already have a REGULAR paid subscription...Click to access the Jump Start mail order form.
Fill out the form completely, print and mail it along with your check or money order made payable to Compass Investors, LLC to the address listed at the top of the form
IMPORTANT REMINDERS ABOUT PAYING BY CHECK
1. If you are sending a personal check, your subscription will start once your check clears our bank (2-3 days after receipt).
2. For fastest processing, please let us know via email once you have mailed your check.
3. If you are a former subscriber, you will use your previous User Name and Password to access the members-only website.
4. Check subscriptions are not automatically renewed. You must remember to mail us a check (or enroll electronically using PayPal) each year. You will be reminded to mail in your payment when you sign on to your account within 30 days of expiration. We suggest that you put an annually recurring item on your calendar to remind you to send yours payment so that you do not miss any Action Reports.
5. Subscription rates for check or money order subscription renewals are based on the current subscription rate in effect at the time of renewal and are subject to change.
Besides the obvious advantage of significant improvement in your investment results that you will get with Horizon™, you should consider several other advantages.
1. Your fees will NEVER GO UP. When you subscribe with PayPal, we guarantee that what you pay per year when you first subscribe will be the same as what you pay every year, for as long as you remain a subscriber.
2. You pay a FIXED-FEE. The price you pay is NOT dependent on your account size. We do not believe you should be penalized simply because you happen to have a large account balance.
3. Your fees DO NOT REDUCE your portfolio value. Since you pay for our service from non-retirement assets, your entire retirement plan balance remains intact at all times. The result is a significantly higher overall value.
4. We offer a lifetime SUBSCRIPTION REFUND GUARANTEE. Unlike any other financial planner or company, we put our financial well-being on the line every day by guaranteeing our subscribers that we will out-perform a formulaic asset allocation strategy. We know of no other financial services organization that is willing to refund any of their fees if their results do not outpace their performance benchmarks.
While you are not directly charged, rest assured your financial planner and/or mutual fund company are making money by "managing" your account, typically through subtractions from your portfolio that are not immediately obvious.
You have to compare the RESULTS to determine how much you may be paying for that "free" advice. If you are satisfied with the results, and have already achieved Retirement Income Security, then you may not need us.
However, if you would rather be delighted with your investment performance, then subscribe to Horizon™. Our service comes with a 60-day risk-free trial and comes with an industry-first Subscription Refund Guarantee.
We offer a free (no credit card required) trial to first-time subscribers. The trial includes three Action Reports sent over 15 weeks, along with access to the instructions and tools needed to align your investments with your best-positioned fund choices. We invite you to study our archives of past Model Portfolio allocations and go through our easy-to-follow Reallocation Process to see for yourself just how straight-forward it really is.
There are no long-term contracts or commitments. You may cancel for any reason within the first 60 days of any billing for a no-questions asked full refund.
For as long as you remain a subscriber, your yearly renewal cost will never increase.
If your company's retirement plan or mutual fund company is not currently supported by Compass Investors, there are two options you have to get started:
1. We are constantly investigating new company plans and mutual fund companies to add to our Horizon service offering. Please contact us to inquire how your company's plan or mutual fund company might become the focus of our next offering and how you might be able to assist in helping us to offer the service to your employer.
2. If your employer plan offers a Brokerage Window, you may be able to use any of our current offerings to enhance your plan's performance. Again, please contact us to inquire how to get started with this option.
A new Horizon™ Action Report is published every five weeks.
Depending on where in the publishing cycle you signed-up, you should receive notification of your first Action Report no later than five weeks from the time your subscribe.
We will send you an email immediately after each new Action Report is posted to the web site.
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