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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.
Established in
Serving clients across the country
Number of Client families
Avg. Years of Experience for Relationship Managers
Data As Of 1/01/2020
Market Wrap with Moe Ansari
In just one hour, veteran host Moe Ansari delivers and synthesizes more news and information on the markets…
What is Your Risk Number®?
Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
Compak in the Wall Street Journal
Compak Asset Management was just featured in the Wall Street Journal for its breakthrough Live360 program!
Compak awarded inaugural Fidelity Be Greater® Award
Compak Asset Management has been awarded with the 2015 Fidelity Be Greater® Award. This was the first year that Fidelity has issued the awards which recognize Investment Advisors and Retirement Advisors or recordkeepers that are taking their practices to the next level.
Live 360
Compak Asset Management looks after more than just their client’s money, see the breakthrough Live360 program in action.
CERTIFICATIONS & ASSOCIATIONS
OUR OFFICES
Newport Beach 1801 Dove Street, Newport Beach CA, 92660 Phone: 800-388-9700
Arizona 8865 E. Bell Road Suite 201 Scottsdale, AZ 85260 Phone: 800-388-9700
