Composite Finance Inc.

We combine a client friendly, time saving data collection process with a proven analytic, problem solving and implementation overlay. We have deliberately separated our comprehensive advice from investment product sales so we can focus on the needs of the client exclusively.

Regardless of the location and category of assets we can consider the entire financial situation and provide all-inclusive recommendations. You can easily distinguish Composite Finance Inc. from less transparent advisory services that advertise impartiality but then focus their activities on gathering your assets and selling you investment products.

Those wanting to achieve maximum financial benefit will utilize up-to-date high quality investment vehicles that are ultra-low cost, tax efficient, transparent and flexible alternatives to common retail products. Combining wealth management techniques, advanced financial planning and user-friendly industrial strength tools is the ideal "composite" approach. You can lower your costs, increase your net returns, improve precision, reduce portfolio risk and dramatically increase the probability of achieving your goals.

The client using specific methods of implementation can further avoid: fees based on assets, advisor commissions, sales loads, deferred sales charges, hidden trailer fees, high management expenses and even custodial charges for safekeeping your securities.

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