Overview

Compak would look to expand its practice through opportunistic acquisition.
Compak Asset Management’s mission statement is to “enhance the life experience of its clients by providing customized solutions for their financial needs”. Compak’s philosophy is to deliver world-class wealth management, with proactive asset management as the underlying foundation. The Compak process begins with an assessment of the client’s financial goals by a dedicated financial advisor in order to develop an appropriate risk profile. The profile is used to create an individualized asset allocation and to select an appropriate investment strategy.

Once a sound asset management strategy has been implemented, the focus moves to Personal Financial Planning. Compak employs a team of Certified Financial Planners who provide a comprehensive plan. These financial plans include retirement planning, tax analysis, new-worth projections, personal risk review, estate planning and a Monte Carlo probability analysis. Once a financial plan and investment profile has been developed, your team will consistently review and improve upon your financial goals


Last Activity
6 months or more

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