About Us
The Compass Institute is a privately-funded research group formed in the late 1990s dedicated to investment strategy research and investment education. The Institute seeks to deliver outstanding value not only to individuals but also to organizations who desire to add meaningful value to the lives of their employees.
The Institute's Adaptive Asset Allocation™ (AAA) approach to finding best-positioned investment candidates is a proven, understandable and sustainable system by which investors can substantially and safely improve their long-term investing results. AAA is licensed for sale to the public through third-party affiliations including Compass Investors (sold under the name HORIZON™).
At The Institute
Kevin
Coppola (Founder)
Having spent more than 20 years with Accenture helping companies achieve excellence through innovation and optimization, Kevin Coppola combines powerful expertise in program management, systems design, strategic thinking and the building of organizations for exploiting new and advancing technologies.
After retiring from Accenture in 2001, Kevin founded the Compass Institute and serves as its Chief Research Officer. Since the proliferation of investment strategies in the late 1980s based on the work of Harry Markowitz (the Efficient Frontier and Modern Portfolio theory), Coppola has perceived and exposed several inherent flaws in commonly marketed asset allocation strategies for retirement accounts based on those components.
Recognizing these flaws and personally aware of the gaps in existing retirement education curricula, he made it the Institute's goal to help every American worker make better decisions when planning and building for retirement. Starting with setting a realistic goal for achieving Retirement Income Security, Coppola sought out an alternative investment solution which would safely allow anyone to increase their investment return high enough to have the kind of retirement they wanted and deserved based after a lifetime of hard work.
Kevin also serves as the President of Compass Investors.
Kevin holds a B.S. in Computer Science from Northwestern University.
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Tim
Scherman (Research)
Barry
L. Finkelstein
Ralf
Seiffe (Strategy)
Customer Advocate Committee
The goal of the Customer Advocate Committee was to provide essential feedback regarding consumer behavior and decision-making.
David M. AkiDavid was an Associate Partner at the Accenture CIO organization. Over his 25 year career at Accenture he served in many capacities including: member of the CIO Management Team with specific responsibilities for overseeing Global Program direction, Customer Service Management, Director of the Deployable Resource Group. Program Director in the Global Solution Center and was a Senior Consultant in the Technology Solutions Group for over fifteen years. Dave brings a diverse set of strengths as an advisor to the organization including both practical and conceptual problem-solving skills. He holds a Master's of Business Administration in Finance from Indiana University and a Bachelor of Arts in history from Carleton College. |
Margaret Z. YoungMargaret has been a licensed and practicing Architect for over 36 years. In private practice her responsibilities included managing the design and construction of major Chicago hi-rise buildings. As a Senior Executive first with Arthur Andersen and later with Accenture, Margaret assisted the organizations with the selection of new sites, of design consultants and construction teams, and with the management of over 2 million square feet of build-out. Margaret's strong organizing skills, focus on details and fair mindedness allowed her to excel in her long career and provides a good background for this advisory role. She holds a Bachelor of Fine Arts in Architecture from the University of Illinois. |