We aspire to enhance your life experience
Comprehensive wealth management for you and your family.
Our Services
Taking Care of Clients
We are driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. We take serious our fiduciary duty as we work to help you achieve your financial goals.
1,063
Number of Households
37
Number of States In Which We Advise Clients
Our Firm
SEC Registered Investment Advisor
Compak has a team consisting of portfolio managers, Chartered Financial Analyst ®, Certified Financial Planner ® professionals, and operations executives. Our team brings decades of industry experience tailoring wealth management solutions to meet clients’ financial needs and safeguard their legacies.
OUR TEAM
Earning Client Trust Since 1999
We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader
*Different members of our team hold different training and credentials. Logos shown are intended to illustrate the breadth of experience represented by team members but does not mean that every employee holds every designation. See the individual’s ADV 2B brochure supplement for details on that person’s education and background and a description of any applicable third-party credentials.
Enhancing client experiences through organic growth and Fidelity's technology
Feroz Ansari, Senior Principal and Portfolio Manager at Compak Asset Management, shares how the firm’s organic growth approach to client acquisition helps build strong, long-term relationships.
There is no form of legal partnership, agency affiliation, or similar relationship between Compak Asset Management and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. 1233584.1.0
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