Financial Planning & Investment Advisory Services
Build a Plan for Your Future with a
5-Star Manager.
Why Compo Advisors.
At Compo Advisors we leverage our over 28 years of Wall Street experience managing 4 and 5 Star mutual funds to help our clients build investment plans to reach their financial goals. We work hand in hand with our clients to understand their financial needs and their tolerance for risk to build a plan they will be comfortable with in both up and down markets. At Compo Advisors we act as fiduciaries, meaning that our client's interests come first. Give us a call to find out what it means to have your advisor working for you.
The Client Experience.
- We work with a select group of clients to provide personalized financial planning & investment advisory services.
- We work hand in hand with these clients to develop a realistic financial plan to meet their financial goals.
- We then use the latest technology including Monte Carlo simulations, Scenario Analysis and Risk Dashboards to ensure the durability of the plan.
- We do not work on commissions. We get paid based upon the value of your assets that we manage. This means that we get paid based on driving strong investment results for you.
Trust.
- At Compo Advisors the client's needs always come first.
- We are an independent advisor. This means that we don't have sales quotas or high cost in-house funds to sell you. We only invest in what you need and do that at the lowest cost that we can.
- We act as a fiduciary. This means that our client's interests come first. This is a higher standard than the "suitability" standard many of our competitors use.
- Your assets are custodied at Charles Schwab. They are available to you 24/7.
Our Experience is the Difference.
Based in Westport, CT, Richard Parower is a CFA and 28 year Wall Street veteran. He was co-portfolio manager of the 5-Star Columbia Seligman Communications and Information Fund and portfolio manager of the 4-Star Columbia Seligman Global Technology Fund. This strong performance track record was built through both the Internet Bubble and its bursting in 2000 as well as the Mortgage Bubble and its bursting in 2008. Richard graduated from Columbia Business School as a member of Beta Gamma Sigma in 1993. He earned his CFA in 1991. Richard leverages this wealth of investment knowledge when providing financial planning services to clients.
