Compak Asset Management has formed relationships with some of the most reputable firms in each aspect of wealth management.
These relationships help us to deliver world class wealth management services while providing personalized customer service. While large brokerage houses possess similar resources in-house, they may not offer the average investor access to their top talent; in fact, important financial advice is often provided by sales staff. Smaller investment advisors, while accessible to their clients, lack the resources and expertise in different aspects of wealth management.
Compak Asset Management provides the organizational strengths of large firms while maintaining the services and relationship management of small firms.We provide a combination of expertise, skills and values aligned to help clients achieve financial security.
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.