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About us

Compass Invest JSC

Compass Invest JSC is a leading asset management company, established in 2006 in Sofia. It is licensed by the Bulgarian Financial Supervision Commission (FSC). Compass Invest JSC is owned by Compass Capital JSC. As part of the group, Compass Invest JSC provides asset management services and management of mutual funds. 

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Services

Mutual Funds

Compass Invest offers seven UCITS mutual funds with different investment strategies and risk tolerance to meet the increasing demand for innovative thematic and core style funds from both institutional and individual investors.
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Services

Asset Management

What do we offer?

Professional, tailor-made discretionary portfolio management to help our clients pursue their wealth management goals.

Who is the service suitable for?

Institutional investors, businesses and high-net-worth individuals.

How do we do it?

Apart from identifying suitable investment opportunities in line with our client's risk tolerance levels, investment preferences, expected return etc., and setting up clear investment objectives, we are in a position to develop comprehensive wealth and investment management strategies through careful evaluation of our clients’ goals and priorities.
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Services

Investment Advisory

Compass Capital JSC offers a wide range of consultancy services for small, medium and large enterprises, including advisory services in the field of mergers and acquisitions (M&A), debt and equity financings.

Our advisory team of experts will develop tailor-made solutions taking into account your specific business goals and future plans for development.
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Advantages

Convenience

A convenient and easy way to invest.
A suitable alternative for your savings.
You decide how much risk you can tolerate in order to achieve a higher expected return.
You determine the amount of the initial investment.
Low transaction costs and high liquidity of your investments.
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Expertise

A professional team of investment experts with many years of experience takes care of your investments.
Efficient and optimally diversified solutions, which fully suit your individual preferences for risk, return, time horizon and liquidity of your investments.
We have established a strong global network for cooperation with leading investment banks, brokers and legal experts. 

Safety and transparency

The assets we manage are held with distinguished international custodian banks.
In-house risk management monitoring system based on long term experience and world-class practices.
All investment management decisions are aligned with the client in advance.
Regular and detailed reports on the status of your investments.
Our experts are always available to respond to your inquiries.

Quality service

Our main focus is on delivering the best in class boutique wealth management services to all our clients.
Our investment strategy is comprehensive and thorough, orientated around a commitment to achieving results.
News
Jul 30, 2026

Refer a Friend and Receive a €50 Gift from Us

To mark 20 years of Compass Invest and International Friendship Day on 30 July, we invite you to share the opportunity for better savings management with the people who matter most to you.

Refer a friend to Compass Invest and help them take their first step towards a more confident financial future. For every successful referral during the period from 30 July to 30 September 2026, you will receive €50 (BGN 97.79) in the form of units in the mutual fund of your choice.

 

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Mai 13, 2026

Third Consecutive Award for Compass Invest from Global Banking & Finance Review


We are proud to share that Compass Invest Asset Management was awarded the Best Private Wealth Management Company Bulgaria 2026 prize by Global Banking & Finance Review — one of the leading international publications in the field of financial services.

This is the third consecutive recognition for us in this category and yet another confirmation of the consistency and sustainability of our approach to asset management.

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Apr. 09, 2026

The Markets in March: increased volatility and uncertainty around monetary policy.

March passed with increased volatility in global markets, driven by mixed macroeconomic data and ongoing uncertainty around the monetary policy of major central banks. Stronger-than-expected U.S. inflation data reduced the likelihood of a quick interest rate cut by the Federal Reserve, putting pressure on markets. At the same time, solid corporate earnings helped limit deeper declines. The month ended with moderate movements in developed markets and sustained interest in the Bulgarian stock exchange.


 
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Contacts

Compass Invest JSC

36 Alabin Str, floor 4, 1000 Sofia, Bulgaria
тел.: +359 2 42 19 517
email: office@compass-invest.eu
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