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. Kate Galkina is a Certified Financial Planner(CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Life Underwriter (CLU), Certified Divorce Financial Analyst (CDFA), and an IRS Enrolled Agent.
The profile is used to create an individualized asset allocation and to select an appropriate investment strategy. Kate Galkina is a Certified Financial Planner(CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Life Underwriter (CLU), Certified Divorce Financial Analyst (CDFA), and an IRS Enrolled Agent.
Services
Compak Asset Management is an SEC-Registered Investment Advisor dedicated to providing comprehensive/customized wealth management solutions to its clients. Qinyi provides necessary support to key portfolio management decisions such as tactical asset allocation, stock selection, and fund selection. On a daily basis, Qinyi is in charge of trading, research, fundamental and quantitative analysis.
Compak Asset Management is a team of investment professionals dedicated to provide comprehensive asset management and wealth management solutions to our clients. Kate Galkina is a Certified Financial Planner(CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Life Underwriter (CLU), Certified Divorce Financial Analyst (CDFA), and an IRS Enrolled Agent.
Our clients would like to have their portfolio grow, have a sound long-term plan but all of this is done for the purpose of enhancing their happiness and have peace of mind. Based on the scientific research of Professor Dr. Lyubomirsky, a world renowned researcher on happiness, we have created a unique program called LIVE 360.
The Compak Team recognizes the need for giving back and making a positive contribution to our society. Compak has focused on Financial Literacy for the local youth. Lack of financial awareness and opportunities cause millions of people across the country to make financial decisions that are detrimental to creating a financially secure life.
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.
Reviews (2)
Lori Koepke
Jan 25, 2021
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Suzi Carr
Nov 17, 2020
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I discovered Compak Asset Management while listening to Mo Ansari on his radio show. I really liked what he had to say so I contacted the company and blindly moved my portfolio to him from the east coast (where I wasn't making money with 3 different brokers). I was a little skeptical since I didn't know anyone who had their investments with Compak, but I had a good feeling about them and followed my instincts. It turned out better than I could have imagined. I was very lucky to have been assigned to John Baffa as my portfolio manager. He makes very wise, safe and diversified investments for me
