Disclosure

This website is not meant as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's accounts should or would be handled, as appropriate investment decisions depend upon the client's specific investment objectives.

 Any opinions expressed are current only as of the time made and are subject to change without notice.  Reports found  may include estimates, projections or other forward looking statements, however, due to numerous factors, actual events may differ substantially from those presented.   

 Additionally, please be aware that past performance is not a guide to the future performance of any product or strategy, and that the performance results displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future.  Therefore, caution must be used in inferring that these results are indicative of the future performance.   

Moreover, the information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation.

Compak Asset Management, Inc. (a federally registered investment advisor) and Compak Securities, Inc. (a broker-dealer) may not transact business in states where they are not appropriately registered, or excluded or exempted from registration.  Investment advisors and broker-dealers perform distinctly different services and have differeing responsibilities and duties to our clients.  You are encouraged to ask Compak representative, in what capacity they are serving you.  Follow-up and individualized responses to persons that involve either the effecting or attempting to effect of transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.

Securities Offered Through Compak Securities, Inc. member FINRA/SIPC.  Compak Securities, Inc. customers can obtain infromation about SIPC (including the SIPC brochure) by contacting SIPC by phone at (202) 371-8300 or by going to the SIPC webiste (www.sipc.org).   Individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

For more information:
Compak Asset Management: ADV 2
Compak Securities Inc., Disclosures
SEC – www.sec.gov
FINRA – www.finra.org
SIPC – www.sipc.org
FINRA - www.finra.org 
SIPC - www.sipc.org

Privacy Disclosures
At Compak Asset Management, we understand our obligation to keep information about you secure and confidential.

Privacy Policy
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Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with Compak Asset Management.  Fidelity Investments is a service provider to Compak Asset Management.  There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.  Fidelity Investments has not be involved with the preparation of the content supplied by Compak Asset Management and does not guarantee or assume any responsibility for, its content.  Fidelity Investments is a registered service mark of FMR LLC.  Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.