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Compass Portfolios

Diversified portfolios built for your risk profile.

Why Compass Portfolios

One-stop, professionally managed portfolios that simplify and streamline your investment journey.

Deep diversification, powered by global expertise

Powered by partnerships with some of the most well-established global investment management firms, Compass Portfolios are diversified by style, investment manager, asset class, and geography for resilient, quality exposure worldwide.

Sophisticated investing that fits all stages of financial life

Dynamic investment solutions built to help you realize your personal vision for wealth, from accumulating capital to retiring with confidence.

'Always-on' process, continuously aligned with your goals

Our portfolio managers actively rebalance your investments to adjust for evolving markets and keep you on track toward your goals. 

Managed by experienced portfolio managers

Compass Portfolios are backed by a team with deep, hands-on experience across multi-asset investing, actively managing risk and keeping your portfolio aligned with where markets are headed.

Meet our team

Compass Portfolios

A complete, multi-asset lineup.

Compass Conservative

Designed for income and stable, steady returns, this solution emphasizes fixed income securities with light equity exposure for potential long-term stability. See fund details.

Compass Conservative Balanced

This solution seeks consistent income with lower overall risk, combining a high allocation to fixed income with modest equities for modest growth. See fund details.

Compass Balanced

Combining equity growth potential with fixed income stability, this solution seeks to generate stable returns while managing market volatility. See fund details.

Compass Balanced Growth

This solution aims for long-term capital growth through a significant allocation to equities, blended with moderate fixed income to help minimize fluctuations. See fund details.

Compass Growth

A diversified global equity focus with potential for higher returns by taking on higher risk, designed for investors comfortable with short-term market fluctuations. See fund details.

Compass Maximum Growth

This solution seeks high long-term growth potential through an equity-focused global strategy, built for investors comfortable with some volatility. See fund details.

Insights and educational resources

Explore market commentary and educational investment resources. 

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Finding resilience in a changing market

ATB Compass Portfolios are built to protect when it matters most, managing downside risk for long-term growth.

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The benefits of managed money

Discover how a managed investment strategy brings institutional expertise and discipline to long-term wealth planning.

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Data discipline, human judgement

Navigating market volatility is enhanced by data-driven precision mixed with human insight. Discover the quantamental edge.

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Consistent performance, recognized industry-wide

Compass Portfolios have been recognized for delivering strong, risk-adjusted returns across market cycles year after year.

Award compass

ATBIM Funds receive FundGrade A+ awards

Compass Portfolios awarded again for consistent and outstanding risk-adjusted performance.  

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A decade of excellence

ATBIM's Compass Conservative Balanced Portfolio – Series F1 honoured at LSEG Lipper Fund Awards.

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Common questions about Compass Portfolios

Detailed investment breakdowns, including the Management Expense Ratio (MER), top 10 holdings, geographic allocations, and historical returns, are updated regularly. You can find these by downloading the official Fund Facts document on each specific portfolio's detail page, or on the Investor Information page. 
A Compass Portfolio is a complete, diversified mix of assets such as stocks and bonds that is actively rebalanced and monitored to match a set risk profile. An ATBIS Pool is a focused asset class strategy (e.g. all US stocks or all Canadian stocks). 
The right choice depends on your specific financial goals, investment timeline, and comfort with market volatility. We offer six tiered profiles to match different investor needs:
  • Compass Conservative: Low risk. Primarily fixed-income for capital stability.
  • Compass Conservative Balanced: Low risk. Steady income with slight equity exposure.
  • Compass Balanced: Low-to-Medium risk. A balanced mix of income and equities.
  • Compass Balanced Growth: Low-to-Medium risk. Higher equity baseline for long-term growth.
  • Compass Growth: Low-to-Medium risk. Primarily equities for higher potential returns.
  • Compass Maximum Growth: Medium risk. Maximum equity exposure for long-term investors.
To determine your exact fit, we recommend working directly with an ATB Wealth Advisor.
We use an always-on rebalancing process. Rather than rebalancing on a rigid calendar schedule, the MAS Team regularly monitors and actively rebalances your portfolio whenever it drifts from its target, and tactically allocates capital based on market opportunities. This helps  your investments automatically stay aligned with your specific risk level and long-term objectives without requiring any manual adjustments on your end.
We use a rigorous, independent selection process guided by our investment principles. Our Investment Manager Research team evaluates hundreds of global money managers, selecting specialized sub-advisors based on their proven track records, disciplined risk management, and consistency across market cycles.
Once a manager is hired, we continuously monitor their performance, portfolio, personnel, process, and investment philosophy. If they fail to meet our strict standards or if their strategy drifts, we have the flexibility to replace them to ensure your portfolio remains aligned with its objectives.

Do you have questions about Compass Portfolios?     

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ATB Investment Management Inc. (ATBIM) is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.

Unit values of mutual funds will fluctuate and past performance may not be repeated. Mutual Funds are not insured by the Canada Deposit Insurance Corporation, nor guaranteed by ATB Securities Inc., ATB Investment Management Inc., ATB Financial, the province of Alberta, any other government or any government agency. 

Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read fund disclosure documents before investing. The ATB Funds include investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedarplus.ca

The performance of sub-advisors or managers may not always align with the overall performance of ATBIM’s portfolios, including the ATB Funds, Compass Portfolios or ATBIS Pools. Past performance is no guarantee of future results. ATBIM reserves the right to modify its sub-advisor relationships and manager relationships at any time and for any reason, including reasons not specified herein. This information is not intended to be, and should not be construed as, investment advice.