Compak provides a pro-active solution to investment management using a hybrid technology and fundamental analysis approach.
Compak attemps to construct a diversified portfolio using fundamental and technical research to find the best investments for each asset class. Compak uses multiple styles and asset classes to construct our clients’ portfolios. Each portfolio is rebalanced regularly to optimize return and/or reduce risk. Our attempt is to deliver maximum benefits of sector diversification, while also striving to deliver the benefit of superior asset selection by aligning with what we believe are the world’s best and brightest mutual fund managers.

The Compak Research Advantage

Our research results are obtained from a combination of Fundamental research, Fund Research and Technical analysis.


Customized Growth Portfolios & Income Portfolios

Compak can customize individual portfolios with the goal of meeting a clients specific growth/capital appreciation and income needs.


Money Management

S&P 500
S&P 500
30 Year US Bond
Russell 2000
Tactical Overlay Pro-Active Allocation
Strategic Asset Allocation

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Asset Allocation Framework Driven by CAM’s Proprietary Technical and Fundamental Model

Core Strategic Tactical Total Portfolio
Max Min Max Min Max Min Max Min
Equities 50% 10% 40% 0% 10% 0% 100% 10%
Bonds 35% 0% 40% 0% 10% 0% 85% 0%
Commodities 0% 0% 10% 0% 0% 0% 10% 0%
Alternatives 0% 0% 10% 0% 0% 0% 10% 0%
Cash 0% 0% 40% 0% 10% 0% 50% 0%

Is your portfolio properly allocated?
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Your portfolio/allocation may be significantly different.