
Charles E. Reardon
The Compass Rose Group is honored and humbled to be included on the following awards lists:
The blueprint for success has never changed: remain disciplined, remain consistent. In an industry where information is anything but scarce, investors need a reliable team to anticipate conditions, cut through the noise and provide tailored, long-term strategies to help them stay the course. The Compass Rose Group is a local team backed by Morgan Stanley's world-class resources, managing more than $2 billion in client assets as of January 2025. With over 175 years of combined industry experience, our team is positioned to help clients achieve success across eight practice areas:
Disclosure: Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Disclosures Forbes Best-In-State Wealth Management Teams for New Mexico: Source: Forbes.com (Awarded Jan 2022-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 1,200 Advisors: 2009-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2009-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors: Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
With Q2 2025 behind us, in-house Portfolio Manager, Jake Tolk, and Alternative Investments Director, William S. Reardon, provided updates on tariff and tax policy, while reviewing a few market tailwinds and headwinds.
Of course, please contact your primary Financial Advisor with The Compass Rose Group with any questions or comments.
To request a meeting, send an email to scheduleCRG@morganstanley.com with your name, preferred day of the week/time of day, and specific meeting topics you would like to address. You can also schedule directly with an associate by dialing 505-889-2826.