Compak Asset Management

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.

Website -https://compak.com/

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PHONE NUMBER

(800) 388-9700