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https://compak.com/our-firm/

html compak.com collected 2026-10-02 05:13:22 UTC 85,769 bytes, 870 lines download raw bytes

1
2<!DOCTYPE html>
3<html lang="en">
4
5<head>
6    <meta charset="UTF-8">
7    <meta name="viewport" content="width=device-width, initial-scale=1.0">
8    <title>
9        Our Firm - Compak Asset Management    </title>
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14    <link rel="stylesheet" href="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/style.css" type="text/css" media="all">
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179
180	<!-- This site is optimized with the Yoast SEO plugin v28.5 - https://yoast.com/product/yoast-seo-wordpress/ -->
181	<link rel="canonical" href="https://compak.com/our-firm/" />
182	<meta property="og:locale" content="en_US" />
183	<meta property="og:type" content="article" />
184	<meta property="og:title" content="Our Firm - Compak Asset Management" />
185	<meta property="og:url" content="https://compak.com/our-firm/" />
186	<meta property="og:site_name" content="Compak Asset Management" />
187	<meta property="article:modified_time" content="2026-03-06T05:37:04+00:00" />
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223.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background: var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background: var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background: var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background: var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background: var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background: var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background: var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background: var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;}.has-xx-large-font-size{font-size: var(--wp--preset--font-size--xx-large) !important;}.has-manrope-font-family{font-family: var(--wp--preset--font-family--manrope) !important;}.has-fira-code-font-family{font-family: var(--wp--preset--font-family--fira-code) !important;}
224/*# sourceURL=global-styles-inline-css */
225</style>
226<link rel='stylesheet' id='contact-form-7-css' href='https://eadn-wc03-14338742.nxedge.io/wp-content/plugins/contact-form-7/includes/css/styles.css?ver=6.1.7' media='all' />
227<link rel='stylesheet' id='twentytwentyfive-style-css' href='https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/style.css?ver=1.0' media='all' />
228<script id="jquery-core-js" src="https://eadn-wc03-14338742.nxedge.io/wp-includes/js/jquery/jquery.min.js?ver=3.7.1"></script>
vendor: 1 bytes, line 228
228
229<script id="jquery-migrate-js" src="https://eadn-wc03-14338742.nxedge.io/wp-includes/js/jquery/jquery-migrate.min.js?ver=3.4.1"></script>
229
230
231<!-- Google tag (gtag.js) snippet added by Site Kit -->
232<!-- Google Analytics snippet added by Site Kit -->
vendor: 80 bytes, lines 232-233
232
233<script id="google_gtagjs-js" src="https://www.googletagmanager.com/gtag/js?id=
233GT-TQRMCGK7
vendor: 18 bytes, line 233
233" async></script>
234<script id="google_gtagjs-js-after">
235window.dataLayer = window.dataLayer || [];function gtag(){dataLayer.push(arguments);}
236gtag("set","linker",{"domains":["compak.com"]});
237gtag("js", new Date());
238gtag("set", "developer_id.dZTNiMT", true);
239gtag("config", "GT-TQRMCGK7");
240 window._googlesitekit = window._googlesitekit || {}; window._googlesitekit.throttledEvents = []; window._googlesitekit.gtagEvent = (name, data) => { var key = JSON.stringify( { name, data } ); if ( !! window._googlesitekit.throttledEvents[ key ] ) { return; } window._googlesitekit.throttledEvents[ key ] = true; setTimeout( () => { delete window._googlesitekit.throttledEvents[ key ]; }, 5 ); gtag( "event", name, { ...data, event_source: "site-kit" } ); }; 
241//# sourceURL=google_gtagjs-js-after
242</script>
242
243<link rel="https://api.w.org/" href="https://compak.com/wp-json/" /><link rel="alternate" title="JSON" type="application/json" href="https://compak.com/wp-json/wp/v2/pages/562" /><link rel="EditURI" type="application/rsd+xml" title="RSD" href="https://compak.com/xmlrpc.php?rsd" />
244<meta name="generator" content="WordPress 7.1.2" />
245<link rel='shortlink' href='https://compak.com/?p=562' />
246<meta name="cdp-version" content="1.5.7" /><meta name="generator" content="Site Kit by Google 1.188.0" /> <style> .ppw-ppf-input-container { background-color: !important; padding: px!important; border-radius: px!important; } .ppw-ppf-input-container div.ppw-ppf-headline { font-size: px!important; font-weight: !important; color: !important; } .ppw-ppf-input-container div.ppw-ppf-desc { font-size: px!important; font-weight: !important; color: !important; } .ppw-ppf-input-container label.ppw-pwd-label { font-size: px!important; font-weight: !important; color: !important; } div.ppwp-wrong-pw-error { font-size: px!important; font-weight: !important; color: #dc3232!important; background: !important; } .ppw-ppf-input-container input[type='submit'] { color: !important; background: !important; } .ppw-ppf-input-container input[type='submit']:hover { color: !important; background: !important; } .ppw-ppf-desc-below { font-size: 0px!important; font-weight: 0!important; color: !important; } </style>  <style> .ppw-form { background-color: !important; padding: px!important; border-radius: px!important; } .ppw-headline.ppw-pcp-pf-headline { font-size: px!important; font-weight: !important; color: !important; } .ppw-description.ppw-pcp-pf-desc { font-size: px!important; font-weight: !important; color: !important; } .ppw-pcp-pf-desc-above-btn { display: block; } .ppw-pcp-pf-desc-below-form { font-size: px!important; font-weight: !important; color: !important; } .ppw-input label.ppw-pcp-password-label { font-size: px!important; font-weight: !important; color: !important; } .ppw-form input[type='submit'] { color: !important; background: !important; } .ppw-form input[type='submit']:hover { color: !important; background: !important; } div.ppw-error.ppw-pcp-pf-error-msg { font-size: px!important; font-weight: !important; color: #dc3232!important; background: !important; } </style> <meta name="tec-api-version" content="v1"><meta name="tec-api-origin" content="https://compak.com"><link rel="alternate" href="https://compak.com/wp-json/tribe/events/v1/" /><style class="wp-fonts-local">
247@font-face{font-family:Manrope;font-style:normal;font-weight:200 800;font-display:fallback;src:url('https://compak.com/wp-content/themes/compak/assets/fonts/manrope/Manrope-VariableFont_wght.woff2') format('woff2');}
248@font-face{font-family:"Fira Code";font-style:normal;font-weight:300 700;font-display:fallback;src:url('https://compak.com/wp-content/themes/compak/assets/fonts/fira-code/FiraCode-VariableFont_wght.woff2') format('woff2');}
249</style>
250<link rel="icon" href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/image-57.png" sizes="32x32" />
251<link rel="icon" href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/image-57.png" sizes="192x192" />
252<link rel="apple-touch-icon" href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/image-57.png" />
253<meta name="msapplication-TileImage" content="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/image-57.png" />
254</head>
255
256<body class="wp-singular page-template page-template-templates page-template-our-firm page-template-templatesour-firm-php page page-id-562 wp-embed-responsive wp-theme-compak tribe-no-js">
257<header class="absolute top-0 left-0 w-full z-20 bg-transparent">
258    <nav class="flex items-center justify-between p-4 md:p-6 xl:px-8" aria-label="Main Navigation">
259        <!-- Logo -->
260        <a href="https://compak.com/" class="flex items-center -m-1.5 p-1.5">
261            <span class="sr-only">Your Company</span>
262            <img class="w-16 h-16 md:w-20 md:h-20" src="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/assets/image/logo.svg" alt="Logo">
263        </a>
264
265        <!-- Mobile Menu Toggle -->
266        <input id="menu-toggle" type="checkbox" class="hidden peer">
267        <label for="menu-toggle" class="lg:hidden inline-flex items-center p-2.5 text-gray-400 cursor-pointer">
268            <span class="sr-only">Toggle navigation</span>
269            <svg class="w-6 h-6" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor">
270                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 6h16M4 12h16m-7 6h7" />
271            </svg>
272        </label>
273
274        <!-- Desktop Menu -->
275        <!-- Navigation Menu -->
276        
277
278        <!-- Alpine.js -->
279        
279<script src="https://cdn.jsdelivr.net/npm/[email protected]/dist/cdn.min.js"></script>
279
280
281        <div class="hidden lg:flex items-center gap-8 uppercase">
282               <nav class="menu-container"><ul id="menu-main-menu-primary-menu" class="flex items-center gap-8"><li class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-562 current_page_item menu-item-has-children"><a href="https://compak.com/our-firm/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Firm<span class="ml-2"></span></a>
283<ul class='submenu absolute left-0 mt-2 w-48 bg-gray-800 text-white rounded-md shadow-lg'>
284<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/who-we-are/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Advantage &amp; Values</a></li>
285<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/our-team/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Professionals</a></li>
286<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/community-impact/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Community Impact</a></li>
287</ul>
288</li>
289<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children"><a href="https://compak.com/our-services/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Services<span class="ml-2"></span></a>
290<ul class='submenu absolute left-0 mt-2 w-48 bg-gray-800 text-white rounded-md shadow-lg'>
291<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/wealth-management/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Wealth Management</a></li>
292<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/financial-planning/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Financial Planning</a></li>
293<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/risk-management-insurance/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Risk Management &amp; Insurance</a></li>
294<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/estate-planning/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Estate Planning</a></li>
295<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/alternative-investments/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Alternative Investments</a></li>
296<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/tax-optimization/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Tax Optimization</a></li>
297<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/family-governance-education/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Family Governance &amp; Education</a></li>
298<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/philanthropy/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Philanthropy</a></li>
299<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/business-solutions/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Business Solutions</a></li>
300</ul>
301</li>
302<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/insights/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Insights</a></li>
303<li class="menu-item menu-item-type-post_type menu-item-object-page"><a href="https://compak.com/seminars/" class="text-[18px] jost-font text-white hover:text-[#CCBA78] flex items-center">Seminars &amp; Events</a></li>
304</ul></nav>               <a href="https://compak.com/contact-us/" class="jost-font text-center py-1.5 px-4 xl:px-8 text-sm lg:text-base 2xl:text-lg border border-[#FFD700] text-center hover:bg-[#FFD700] text-white hover:text-black tracking-widest">Contact Us</a>
305
306            <a href="https://digital.fidelity.com/prgw/digital/login/full-page" target="_blank" class="jost-font text-center py-1.5 px-4 xl:px-8 text-sm lg:text-base 2xl:text-lg bg-[#FFD700] text-black text-center flex items-center gap-2 hover:bg-[#B8A664] tracking-widest">
307                <span class="">Client Login</span>
308                <svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg">
309                    <path d="M12 11.25H6C4.34315 11.25 3 12.5931 3 14.25V15.75H15V14.25C15 12.5931 13.6569 11.25 12 11.25Z" stroke="black" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" />
310                    <path d="M9 8.25C10.6569 8.25 12 6.90685 12 5.25C12 3.59315 10.6569 2.25 9 2.25C7.34315 2.25 6 3.59315 6 5.25C6 6.90685 7.34315 8.25 9 8.25Z" stroke="black" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" />
311                </svg>
312            </a>
313      	</div>
314
315
316
317        <!-- Mobile Menu -->
318        
319        <!-- <div class="fixed inset-0 bg-gray-900 bg-opacity-95 hidden peer-checked:flex flex-col p-6 lg:hidden z-30">
320            <label for="menu-toggle" class="text-right text-gray-400 cursor-pointer">
321                <svg class="w-6 h-6 inline-block" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor" aria-hidden="true">
322                    <path stroke-linecap="round" stroke-linejoin="round" d="M6 18L18 6M6 6l12 12" />
323                </svg>
324            </label>
325            <nav class="mt-6 space-y-4 text-white text-lg uppercase">
326                <a href="#" class="block hover:text-[#CCBA78] jost-font">Firm</a>
327                <a href="#" class="block hover:text-[#CCBA78] jost-font">Services</a>
328                <a href="#" class="block hover:text-[#CCBA78] jost-font">Team Insights</a>
329                <a href="#" class="block hover:text-[#CCBA78] jost-font">Seminars & Events</a>
330                <a href="#" class="jost-font block py-2 px-4 border border-[#CCBA78] text-center hover:bg-[#CCBA78] hover:text-black transition">Contact Us</a>
331                <a href="#" class="jost-font block py-2 px-4 bg-[#CCBA78] text-center hover:bg-[#B8A664] transition">Client Login</a>
332            </nav>
333        </div> -->
334        <div class="fixed inset-0 bg-gray-900 bg-opacity-95 hidden peer-checked:flex flex-col p-6 lg:hidden z-30 overflow-y-auto">
335            <label for="menu-toggle" class="text-right text-gray-400 cursor-pointer">
336                <svg class="w-6 h-6 inline-block" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor" aria-hidden="true">
337                    <path stroke-linecap="round" stroke-linejoin="round" d="M6 18L18 6M6 6l12 12" />
338                </svg>
339            </label>
340
341            <nav class="mt-6 space-y-4 text-white text-lg uppercase">
342                <li id="menu-item-575" class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-562 current_page_item menu-item-has-children menu-item-575"><a href="https://compak.com/our-firm/" aria-current="page"><span class="hover:text-[#CCBA78] jost-font">Firm</span></a>
343<ul class="sub-menu">
344	<li id="menu-item-327" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-327"><a href="https://compak.com/who-we-are/"><span class="hover:text-[#CCBA78] jost-font">Advantage &#038; Values</span></a></li>
345	<li id="menu-item-98" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-98"><a href="https://compak.com/our-team/"><span class="hover:text-[#CCBA78] jost-font">Professionals</span></a></li>
346	<li id="menu-item-99" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-99"><a href="https://compak.com/community-impact/"><span class="hover:text-[#CCBA78] jost-font">Community Impact</span></a></li>
347</ul>
348</li>
349<li id="menu-item-1154" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-1154"><a href="https://compak.com/our-services/"><span class="hover:text-[#CCBA78] jost-font">Services</span></a>
350<ul class="sub-menu">
351	<li id="menu-item-1155" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1155"><a href="https://compak.com/wealth-management/"><span class="hover:text-[#CCBA78] jost-font">Wealth Management</span></a></li>
352	<li id="menu-item-1157" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1157"><a href="https://compak.com/financial-planning/"><span class="hover:text-[#CCBA78] jost-font">Financial Planning</span></a></li>
353	<li id="menu-item-1158" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1158"><a href="https://compak.com/risk-management-insurance/"><span class="hover:text-[#CCBA78] jost-font">Risk Management &#038; Insurance</span></a></li>
354	<li id="menu-item-1160" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1160"><a href="https://compak.com/estate-planning/"><span class="hover:text-[#CCBA78] jost-font">Estate Planning</span></a></li>
355	<li id="menu-item-1159" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1159"><a href="https://compak.com/alternative-investments/"><span class="hover:text-[#CCBA78] jost-font">Alternative Investments</span></a></li>
356	<li id="menu-item-1161" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1161"><a href="https://compak.com/tax-optimization/"><span class="hover:text-[#CCBA78] jost-font">Tax Optimization</span></a></li>
357	<li id="menu-item-1162" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1162"><a href="https://compak.com/family-governance-education/"><span class="hover:text-[#CCBA78] jost-font">Family Governance &amp; Education</span></a></li>
358	<li id="menu-item-1163" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1163"><a href="https://compak.com/philanthropy/"><span class="hover:text-[#CCBA78] jost-font">Philanthropy</span></a></li>
359	<li id="menu-item-1164" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1164"><a href="https://compak.com/business-solutions/"><span class="hover:text-[#CCBA78] jost-font">Business Solutions</span></a></li>
360</ul>
361</li>
362<li id="menu-item-1153" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1153"><a href="https://compak.com/insights/"><span class="hover:text-[#CCBA78] jost-font">Insights</span></a></li>
363<li id="menu-item-105" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-105"><a href="https://compak.com/seminars/"><span class="hover:text-[#CCBA78] jost-font">Seminars &#038; Events</span></a></li>
364                
365                <a href="https://compak.com/contact-us/" class="jost-font block py-2 px-4 border border-[#CCBA78] text-center hover:bg-[#CCBA78] hover:text-black transition">Contact Us</a>
366                <a href="https://digital.fidelity.com/prgw/digital/login/full-page" target="_blank"  class="jost-font block py-2 px-4 bg-[#CCBA78] text-center hover:bg-[#B8A664] transition">Client Login</a>
367            </nav>
368        </div>
369
370    </nav>
371</header>
372
373<main>
374    <!-- Empowering Nonprofits to Thrive -->
375    <section class="relative z-10 bg-opacity-75">
376                <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/iStock-2037006388-scaled.jpg" alt="Beach image" class="w-full h-96 lg:h-[676px] object-cover bg-black">
377        <div class="absolute inset-0 bg-black opacity-50"></div>
378        <div class="px-4 sm:px-6 lg:px-10 2xl:px-20 absolute inset-0 flex flex-col justify-end items-center xl:items-start bounce-in-up pb-24">
379            <div class="text-4xl sm:text-5xl lg:text-7xl 2xl:text-8xl font-medium font-serif leading-tight text-white mb-4">
380                <p><span class="text-4xl sm:text-5xl lg:text-7xl 2xl:text-8xl font-medium font-serif leading-tight text-white">Our Firm</span></p>
381            </div>
382            <p class="text-base sm:text-lg lg:text-2xl jost-font text-white pl-2">Established in 1999.</p>
383        </div>
384    </section>
385    <section>
386        <div class="grid grid-cols-1 lg:grid-cols-2 place-content-between gap-8 py-6 sm:py-8 custom-container m-1 sm:m-2 md:m-4 lg:mx-10 lg:mb-10">
387            <div class="flex items-center fade-in-left">
388                <div class="flex flex-col sm:pt-6 xl:pt-10 2xl:pt-20">
389                    <p class="text-black text-lg sm:text-2xl jost-font pb-1 xl:pb-4 tracking-wider">
389The Compak Advantage</p>
390                    <p><p class="text-dark-blue text-xl sm:text-2xl lg:text-3xl xl:text-5xl font-serif pb-2 tracking-wider">Clarifying the Complex</p>
391<p class="text-[#1A1A1A] font-light text-base md:text-lg lg:text-xl w-full pb-8 jost-font">We are more than just financial advisors—we are partners in your lifelong financial journey. Founded on the principles of integrity, service, and deep expertise, our mission is to help clients build, preserve, and transfer wealth with purpose and confidence.</p>
392<div class="flex flex-col justify-between gap-y-6">
393<div class="space-y-1">
394<p class="text-xl text-dark-blue font-bold">Fiduciary</p>
395<p class="text-base md:text-lg lg:text-xl jost-font">A duty to act in your best interests to help you reach your financial goals.</p>
396</div>
397<div class="space-y-1">
398<p class="text-xl text-dark-blue font-bold">Integrated &amp; Expansive</p>
399<p class="text-base md:text-lg lg:text-xl jost-font">An array of wealth services, solutions, and investment types.</p>
400</div>
401<div class="space-y-1">
402<p class="text-xl text-dark-blue font-bold">Highly Personalized</p>
403<p class="text-base md:text-lg lg:text-xl jost-font">Tailored approach with proactive ideas and problem-solving.</p>
404</div>
405<div class="space-y-1">
406<p class="text-xl text-dark-blue font-bold">In-House &amp; Experienced</p>
407<p class="text-base md:text-lg lg:text-xl jost-font">Dedicated and professional team supported by our trusted network.</p>
408</div>
409</div>
410</p>
411                </div>
412            </div>
413            <div class="mt-2 lg:mt-12 flex items-start justify-start lg:justify-end fade-in-left">
414                <div class="relative inline-block max-w-full sm:max-w-2xl lg:max-w-fit">
415                    <!-- Shadow / background box -->
416                    <div class="absolute -bottom-2 -right-2 sm:-bottom-4 sm:-right-4 w-full h-full bg-[#27405D] z-0"></div>
417                    <!-- Main image -->
418                                        <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/iStock-1413633369-scaled.jpg" alt="Family" loading="lazy" class="relative w-full sm:max-lg:w-screen h-auto lg:w-[595px] lg:h-[595px] object-cover rounded-md z-10">
419                </div>
420            </div>
421        </div>
422    </section>
423    <section>
424        <div class="custom-container bg-[#27405D] text-white py-10">
425            <div class="text-center text-base lg:text-lg xl:text-xl 2xl:text-2xl pb-8">As of 12/31/2024</div>
426
427            <div class="flex max-sm:flex-col items-center justify-center gap-x-40 move-in-left">
428                <div class="space-y-6 flex flex-col justify-center items-center">
429                    <p class="text-2xl lg:text-3xl 2xl:text-5xl">1,063</p>
430                    <p class="text-[20px] text-center max-w-80 text-wrap min-h-[48px] flex items-center justify-center">Number of Households</p>
431                                        <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/yellow_home-1.svg" alt="" class="w-20 h-20">
432                </div>
433                <div class="space-y-6 flex flex-col justify-center items-center">
434                    <p class="text-2xl lg:text-3xl 2xl:text-5xl">37</p>
435                    <p class="text-[20px] text-center max-w-80 text-wrap min-h-[48px] flex items-center justify-center">Number of States We Advise Clients</p>
436                                        <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/yellow_map.svg" alt="" class="w-20 h-20">
437                </div>
438            </div>
439
440        </div>
441    </section>
442    <!-- <section class="fade-in-right">
443        <div class="custom-container py-10 sm:py-20">
444            <div class="md:flex md:items-start md:justify-center gap-x-6 max-sm:space-y-10">
445                <div class="md:w-2/5 flex items-center justify-center">
446                                        <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/assets/images/yellow_3_books.png" alt="" class="w-[500px] h-[391px] object-cover">
447                </div>
448                <div class="md:w-1/2 flex flex-col items-start justify-between sm:pt-6">
449                    <p class="text-[#27405D] text-2xl lg:text-3xl xl:text-5xl font-serif pb-2 xl:pb-4 text-wrap font-semibold"></p>
450                    <p class="text-black font-light md:text-lg w-full pb-8 jost-font text-wrap"></p>
451                </div>
452            </div>
453        </div>
454    </section> -->
455    <section>
456        <div class="custom-container bg-[#27405D] text-white py-10 move-in-up">
457            <div class="m-1 sm:m-2 md:m-4 lg:mx-10 lg:mt-10 lg:mb-10 space-y-6">
458                <div class="text-center">
459                    <p class="text-white text-2xl lg:text-3xl xl:text-5xl font-serif pb-2 xl:pb-4 text-wrap">Community Focus</p>
460                    <p class="jost-font"><div class="text-center">
460The 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.</div>
461</p>
462                </div>
463                                    <div class="md:flex items-center justify-center gap-x-10 text-center max-md:space-y-6">
464                                                    <div class="bg-white p-4">
465                                                                <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/03/Summer-2016-scaled.jpg" alt="" class="w-full h-auto lg:w-[500px] lg:h-[391px] object-cover">
466                                <p class="text-xl lg:text-2xl text-black pt-2">Compak High School Internship</p>
467                            </div>
468                                                    <div class="bg-white p-4">
469                                                                <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2025/06/people_image_2.png" alt="" class="w-full h-auto lg:w-[500px] lg:h-[391px] object-cover">
470                                <p class="text-xl lg:text-2xl text-black pt-2">UCI Veterans in Higher Education</p>
471                            </div>
472                                            </div>
473                            </div>
474        </div>
475    </section>
476    <section>
477        <div class="text-lg md:text-xl lg:text-2xl m-4 md:m-6 lg:my-16 lg:mx-24 space-y-6 text-dark-blue jost-font fade-in-right">
478            <p class=""><p class="">Compak supports financial literacy through leadership of the CIWM. Our Senior Principal, Feroz Ansari is the current Chairperson of the CIWM. Every year LIFEvest bring about 200 high school from underserved families to UC-Irvine for a one week residential financial literacy and life planning program</p>
479<p class="">Members of the Compak team have volunteered as program instructors. In 2025, IFPY is expected to generate over <strong>$200,000</strong> in revenue to support the fully funded (free) LIFEvest program.</p>
480</p>
481        </div>
482    </section>
483</main>
484
485
486<!-- Footer -->
487<footer class="bg-black">
488    <section>
489        <!-- Background Image -->
490        <div class="bg-[#27405D] bg-cover bg-center relative pb-8">
491            <div class="custom-container mx-auto grid grid-cols-1 lg:grid-cols-3 gap-8  pt-[4rem] lg:pt-[8rem] pb-12">
492                <!-- Column 1: Contact Information -->
493                <div class="text-white">
494                    <a href="https://compak.com/" class="flex items-center">
495                        <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/assets/image/g8.png" alt="Logo">
496                    </a>
497                    <div class="pt-6">
498                        <p class="font-medium text-lg jost-font">Corporate Headquarters</p>
499                        <div class="flex items-start gap-x-3 pt-4">
500                            <img src="https://compak.com/wp-content/themes/compak/assets/image/Home Icon.svg" alt="Address">
501                            <p class="text-lg jost-font">1801 Dove St.<br> Newport Beach, CA 92660</p>
502                        </div>
503                        <div class="pt-3">
504                            <a href="tel:8003889700" class="flex items-center gap-x-3 text-white hover:text-yellow-400">
505                                <img src="https://compak.com/wp-content/themes/compak/assets/image/Phone Icon.svg" alt="Phone" class="w-5 h-5">
506                                <p class="text-lg jost-font">800 388 9700</p>
507                            </a>
508                        </div>
509                                                <div class="pt-3">
510                                                            <a href="mailto:[email protected]" class="flex items-center gap-x-3 text-white hover:text-yellow-400">
511                                    <img src="https://compak.com/wp-content/themes/compak/assets/image/Mail Icon.svg" alt="Email" class="w-5 h-5">
512                                    <p class="text-lg jost-font">[email protected]</p>
513                                </a>
514                                                    </div>
515                    </div>
516                </div>
517
518                <!-- Column 2: Navigation Links -->
519                <!-- <div class="text-white">
520                    <div class="space-y-4 jost-font uppercase text-lg">
521                        <a href="#" class="block">Firm</a>
522                        <a href="#" class="block">Services</a>
523                        <a href="#" class="block">Team Insights</a>
524                        <a href="#" class="block">Seminars & Events</a>
525                        <a href="#" class="block">Contact Us</a>
526                    </div>
527                    <div class="pt-6">
528                        <a href="https://digital.fidelity.com/prgw/digital/login/full-page" class="jost-font bg-[#FFD700] py-3 px-6 lg:w-60  text-center inline-flex items-center justify-center uppercase text-black">
529                            Client Login 
530                            <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/assets/image/pers
530on.svg" alt="Login Icon" class="ml-2">
531                        </a>
532                    </div>
533                </div> -->
534                <div class="text-white">
535                    <div class="space-y-4 jost-font uppercase text-lg">
536                        <div class="py-1"><a href="https://compak.com/our-firm/" class="inline hover:text-yellow-400">Firm</a></div></li>
537<div class="py-1"><a href="https://compak.com/our-services/" class="inline hover:text-yellow-400">Services</a></div></li>
538<div class="py-1"><a href="https://compak.com/insights/" class="inline hover:text-yellow-400">Insights</a></div></li>
539<div class="py-1"><a href="https://compak.com/seminars/" class="inline hover:text-yellow-400">Seminars &amp; Events</a></div></li>
540<div class="py-1"><a href="https://compak.com/contact-us/" class="inline hover:text-yellow-400">Contact Us</a></div></li>
541                    </div>
542
543
544                    <div class="pt-6">
545                        <a href="https://digital.fidelity.com/prgw/digital/login/full-page" target="_blank" class="jost-font bg-[#FFD700] py-2 px-6 lg:w-60 text-center inline-flex items-center justify-center uppercase text-black">
546                            Client Login
547                            <img src="https://eadn-wc03-14338742.nxedge.io/wp-content/themes/compak/assets/image/person.svg" alt="Login Icon" class="ml-2">
548                        </a>
549                    </div>
550                </div>
551
552
553
554                <!-- Column 3: Newsletter Signup -->
555                <div class="text-white">
556                    <h2 class="text-xl jost-font font-medium">Valuable Insights Delivered to You</h2>
557
558                    <!-- <form id="newsletter-form-footer" method="post" class="space-y-4 mt-4">
559                        <div class="relative">
560                            <input type="text" name="name" id="name" required placeholder="Your Name"
561                                class="w-full bg-[#68798e] py-3 pl-12 pr-4 text-base text-white placeholder-white focus:outline-none">
562                            <svg class="absolute left-3 top-1/2 transform -translate-y-1/2 h-6 w-6 text-[#FFD700]" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 18 18">
563                                <path d="M12 11.25H6C4.34315 11.25 3 12.5931 3 14.25V15.75H15V14.25C15 12.5931 13.6569 11.25 12 11.25Z" stroke="#FFD700" stroke-width="2" />
564                                <path d="M9 8.25C10.6569 8.25 12 6.90685 12 5.25C12 3.59315 10.6569 2.25 9 2.25C7.34315 2.25 6 3.59315 6 5.25C6 6.90685 7.34315 8.25 9 8.25Z" stroke="#FFD700" stroke-width="2" />
565                            </svg>
566                        </div>
567                        <div class="relative">
568                            <input type="email" name="email" id="email" required placeholder="Your Email"
569                                class="w-full bg-[#68798e] py-3 pl-12 pr-4 text-base text-white placeholder-white focus:outline-none">
570                            <svg class="absolute left-3 top-1/2 transform -translate-y-1/2 h-6 w-6 text-[#FFD700]" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 22 22">
571                                <path d="M3.01849 4.85198C3.18437 4.6861 3.41354 4.5835 3.66667 4.5835H18.3333C18.5865 4.5835 18.8156 4.6861 18.9815 4.85198M3.01849 4.85198C2.8526 5.01787 2.75 5.24703 2.75 5.50016V16.5002C2.75 17.0064 3.16041 17.4168 3.66667 17.4168H18.3333C18.8396 17.4168 19.25 17.0064 19.25 16.5002V5.50016C19.25 5.24703 19.1474 5.01787 18.9815 4.85198M3.01849 4.85198L9.70364 11.5371C10.4196 12.2531 11.5804 12.2531 12.2964 11.5371L18.9815 4.85198" stroke="#FFD700" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
572                            </svg>
573                        </div>
574                        <input type="hidden" name="action" value="handle_newsletter_subscribe">
575                        <p id="newsletter-response-footer" class="text-green-600 text-xs font-semibold hidden">Your subscription has been confirmed.</p>
576                        <div class="mt-6">
577                            <button type="submit" class="text-black jost-font bg-[#FFD700] py-2 px-10 text-center inline-flex items-center justify-center uppercase">
578                                Subscribe
579                            </button>
580                        </div>
581
582                    </form>
583
584                    
584<script>
585                        document.addEventListener('DOMContentLoaded', function() {
586                            const ajaxUrl = "https://compak.com/wp-admin/admin-ajax.php";
587
588                            document.getElementById('newsletter-form-footer').addEventListener('submit', async function(e) {
589                                e.preventDefault();
590                                console.log(ajaxUrl, 'ajaxUrl');
591
592                                const form = e.target;
593                                const formData = new FormData(form); // includes 'action' already
594
595                                const response = await fetch(ajaxUrl, {
596                                    method: 'POST',
597                                    body: formData
598                                });
599
600                                let result;
601                                try {
602                                    result = await response.json();
603                                } catch (err) {
604                                    console.error('Response is not JSON:', err);
605                                    alert('Server error. Check console.');
606                                    return;
607                                }
608
609                                const responseEl = document.getElementById('newsletter-response-footer');
610                                if (result.success) {
611                                    document.getElementById('newsletter-response-footer').textContent = result.data;
612                                    document.getElementById('newsletter-response-footer').classList.remove('hidden');
613                                    form.reset();
614                                } else {
615                                    alert(result.data);
616                                }
617                            });
618                        });
619                    </script>
619 -->
620
621                    <div class="text-black">
622                        
622<script>(function() {
623	window.mc4wp = window.mc4wp || {
624		listeners: [],
625		forms: {
626			on: function(evt, cb) {
627				window.mc4wp.listeners.push(
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632				);
633			}
634		}
635	}
636})();
637</script>
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639        <input type="text" name="FNAME" id="name" placeholder="Your Name" class="w-full bg-[#68798e] py-3 pl-12 pr-4 text-base text-white placeholder-white focus:outline-none">
640        <svg class="absolute left-3 top-1/2 transform -translate-y-1/2 h-6 w-6 text-[#FFD700]"
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646                stroke="#FFD700" stroke-width="2" />
647        </svg>
648    </div>
649    <div class="relative email-group">
650        <input type="email" name="EMAIL" id="email" required placeholder="Your Email" required class="w-full bg-[#68798e] py-3 pl-12 pr-4 text-base text-white placeholder-white focus:outline-none">
651        <svg class="absolute left-3 top-1/2 transform -translate-y-1/2 h-6 w-6 text-[#FFD700]"
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653            <path
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656        </svg>
657    </div>
658    <div class="mt-6">
659        <input type="submit" value="Subscribe" class="text-black jost-font bg-[#FFD700] py-2 px-10 text-center inline-flex items-center justify-center uppercase">
660    </div>
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662
663                </div>
664            </div>
665            <div class="px-8 sm:px-6 lg:px-44 pb-4 flex flex-col items-center space-y-6">
666                                                <div class="pb-4 flex items-center gap-6">
667                    
668                    
669                    
670                                        <a href="https://www.youtube.com/channel/UCoy_KCyyxJMonHUbluzcrnw?view_as=subscriber" target="_blank" rel="noopener noreferrer" aria-label="YouTube">
671                        <svg width="28" height="28" viewBox="0 0 28 28" fill="none" xmlns="http://www.w3.org/2000/svg">
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683                    </a>
684                                    </div>
685                
686
687                <!-- <p class="text-white jost-font">
688                    <a href="https://compak.com/disclosures/"><u>Disclosure</u></a> │  
689                    <a href=""><u>Privacy Policy</u></a> │ 
690                    <a href="https://brokercheck.finra.org/" target="_blank"><u>BrokerCheck</u></a> │ 
691                    <a href="https://compak.com/formcrs/"><u>CRS</u></a>  |  
692                    <a href="https://compak.com/formadv2/"><u>ADV</u></a>  |  
693                    <a href="https://compak.com/csibi/"><u>Reg BI</u></a>
694                </p> -->
695                <div class="flex flex-wrap justify-center gap-x-2 gap-y-2 text-white jost-font">
696                    <a href="https://compak.com/disclosures/" target=""><u>Disclosures</u></a> │ <a href="https://compak.com/cookie-policy/" target=""><u>Privacy &amp; Cookie Policies</u></a> │ <a href="https://brokercheck.finra.org/" target="_blank"><u>FINRA BrokerCheck</u></a> │ <a href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2026/04/Compak-Form-CRS-03.31.26.pdf" target="_blank"><u>Form CRS</u></a> │ <a href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2026/04/Compak-ADV-2AB-3.31.26.pdf" target="_blank"><u>Form ADV 2</u></a> │ <a href="https://eadn-wc03-14338742.nxedge.io/wp-content/uploads/2026/03/Compak-Securities-Reg-BI-Disclosure-3.31.26.pdf" target="_blank"><u>Reg BI Disclosures</u></a>
697                </div>
698
699                                <!-- <p class="text-[#FFFFFF] jost-font pt-4">© 2026 Compak Asset Management. All rights reserved</p> -->
700                <p class="text-[#FFFFFF] jost-font pt-4 text-center">© 2026 Compak Asset Management. </br>All rights reserved.</p>
701            </div>
702        </div>
703    </section>
704</footer>
705
706
707
708<!-- jQuery (required for Slick Slider) -->
709<script src="https://code.jquery.com/jquery-3.6.0.min.js"></script>
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709
710<script src="https://cdn.jsdelivr.net/npm/[email protected]/slick/slick.min.js"></script>
710
711
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716            slidesToShow: 3, // Default for large screens
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718            arrows: true,
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790
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857
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859{"baseUrl":"https://s.w.org/images/core/emoji/17.0.2/72x72/","ext":".png","svgUrl":"https://s.w.org/images/core/emoji/17.0.2/svg/","svgExt":".svg","source":{"concatemoji":"https://eadn-wc03-14338742.nxedge.io/wp-includes/js/wp-emoji-release.min.js?ver=7.1.2"}}
860</script>
vendor: 1 bytes, line 860
860
861<script type="module">
862/*! This file is auto-generated */
863var e="script#wp-emoji-settings",t=document.querySelector(e);if(!(t instanceof HTMLScriptElement))throw new Error("Element missing: "+e);const r=JSON.parse(t.text),s=(window._wpemojiSettings=r,"wpEmojiSettingsSupports"),o=["flag","emoji"];function i(e){try{var t={supportTests:e,timestamp:(new Date).valueOf()};sessionStorage.setItem(s,JSON.stringify(t))}catch(e){}}function c(e,t,n){e.clearRect(0,0,e.canvas.width,e.canvas.height),e.fillText(t,0,0);t=new Uint32Array(e.getImageData(0,0,e.canvas.width,e.canvas.height).data);e.clearRect(0,0,e.canvas.width,e.canvas.height),e.fillText(n,0,0);const r=new Uint32Array(e.getImageData(0,0,e.canvas.width,e.canvas.height).data);return t.every((e,t)=>e===r[t])}function p(e,t){e.clearRect(0,0,e.canvas.width,e.canvas.height),e.fillText(t,0,0);var n=e.getImageData(16,16,1,1);for(let e=0;e<n.data.length;e++)if(0!==n.data[e])return!1;return!0}function u(e,t,n,r){switch(t){case"flag":return n(e,"\ud83c\udff3\ufe0f\u200d\u26a7\ufe0f","\ud83c\udff3\ufe0f\u200b\u26a7\ufe0f")?!1:!n(e,"\ud83c\udde8\ud83c\uddf6","\ud83c\udde8\u200b\ud83c\uddf6")&&!n(e,"\ud83c\udff4\udb40\udc67\udb40\udc62\udb40\udc65\udb40\udc6e\udb40\udc67\udb40\udc7f","\ud83c\udff4\u200b\udb40\udc67\u200b\udb40\udc62\u200b\udb40\udc65\u200b\udb40\udc6e\u200b\udb40\udc67\u200b\udb40\udc7f");case"emoji":return!r(e,"\ud83e\u1fac8")}return!1}function f(e,t,n,r){let a;const s=(a="undefined"!=typeof WorkerGlobalScope&&self instanceof WorkerGlobalScope?new OffscreenCanvas(300,150):document.createElement("canvas")).getContext("2d",{willReadFrequently:!0}),o=(s.textBaseline="top",s.font="600 32px Arial",{});return e.forEach(e=>{o[e]=t(s,e,n,r)}),o}function a(e){var t=document.createElement("script");t.src=e,t.defer=!0,document.head.appendChild(t)}r.supports={everything:!0,everythingExceptFlag:!0},new Promise(t=>{let n=function(){try{var e=JSON.parse(sessionStorage.getItem(s));if("object"==typeof e&&"number"==typeof e.timestamp&&(new Date).valueOf()<e.timestamp+604800&&"object"==typeof e.supportTests)return e.supportTests}catch(e){}return null}();if(!n){if("undefined"!=typeof Worker&&"undefined"!=typeof OffscreenCanvas&&"undefined"!=typeof URL&&URL.createObjectURL&&"undefined"!=typeof Blob)try{var e="postMessage("+f.toString()+"("+[JSON.stringify(o),u.toString(),c.toString(),p.toString()].join(",")+"));",r=new Blob([e],{type:"text/javascript"});const a=new Worker(URL.createObjectURL(r),{name:"wpTestEmojiSupports"});return void(a.onmessage=e=>{i(n=e.data),a.terminate(),t(n)})}catch(e){}i(n=f(o,u,c,p))}t(n)}).then(e=>{for(const n in e)r.supports[n]=e[n],r.supports.everything=r.supports.everything&&r.supports[n],"flag"!==n&&(r.supports.everythingExceptFlag=r.supports.everythingExceptFlag&&r.supports[n]);var t;r.supports.everythingExceptFlag=r.supports.everythingExceptFlag&&!r.supports.flag,r.supports.everything||((t=r.source||{}).concatemoji?a(t.concatemoji):t.wpemoji&&t.twemoji&&(a(t.twemoji),a(t.wpemoji)))});
864//# sourceURL=https://eadn-wc03-14338742.nxedge.io/wp-includes/js/wp-emoji-loader.min.js
865</script>
865
866</body>
867
868</html>
869
870

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.