Compendium Finance

Founding Date

Compendium Finance is a registered investment advisor that provides effective, easy-to-follow, and personalized investment and planning advice through financial intermediaries. It seeks to educate people on a range of topics, placing special emphasis on common misunderstandings related to mainstream financial strategies—including research and publications on asset allocation, portfolio rebalancing, and tax-loss harvesting.


"Safety-Net-Plus" Investing

With this approach, the investor defines the minimum amount of income desired during retirement. The investor then chooses no-risk investments to cover that minimum income amount. All other investments are placed in broadly diversified, low-cost stock funds. 


Asset Allocation

Compendium Finance does not use the mean-variance optimization model used by most investment advisors to select an asset allocation. Investors will find an improved and more understandable balance between reward and risk by following our Safety-Net-Plus approach to investing.



Portfolio rebalancing is the process of buying or selling assets in your Portfolio to maintain your original asset allocation


Tax-Loss Harvesting

Tax-loss harvesting is the process of selling stocks in your portfolio that are priced lower than you when you bought them in an effort to enhance after-tax investment return