A complete list of active advisors currently associated with Compo Advisors, LLC

Warmer can help you find a great advisor at Compo Advisors, LLC or one who fits your needs even better.

Compo Advisors provides discretionary investment management and financial planning to individual investors, high‑net‑worth clients, trusts, and estates. The firm offers portfolio management and written or verbal financial planning engagements tailored to clients’ retirement goals and broader financial objectives. The firm follows a retirement‑focused, long‑term investment approach built around low‑cost index funds, ETFs and mutual funds, using fundamental and technical analysis to set asset allocations. Portfolios are managed on a discretionary basis with the ability for clients to exclude specific securities, and the firm may employ options and foreign‑currency hedges where appropriate to manage risk. As a single‑advisor practice, the firm is led by an advisor with extensive institutional equity experience and the CFA designation, and it manages roughly $23 million across a small roster of clients (about 18), producing a relatively large average account size. Its small client base combined with routine use of options and forex hedging distinguishes it from many similarly sized independent advisers and reflects a concentrated, advisor‑driven implementation model.

To learn more about the advisors currently working at Compo Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.