
Charles E. Reardon
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 extends throughout the Southwest, with offices in Albuquerque and Santa Fe, New Mexico and Scottsdale, Arizona. Our team manages more than $2.7 billion in client capital as of October 2025, and leverages Morgan Stanley's world-class resources to assist clients across our eight practice areas:
As we begin to shift to year-end items, Alternative Investments Director, William S. Reardon reviews five approaches to charitable giving, and in-house Portfolio Manager, Jake Tolk, CFA®, CRPC® addresses the three questions on investor's minds:
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.