Welcome to Excomp Asset Management

Excomp Asset Management LTD (EAM) is an independent financial advisory and asset management firm.  For over a decade, we have provided to our clients full time professional portfolio management and retirement consulting.

At EAM, each account is managed independently to ensure that your portfolio is aligned with your stated goals and objectives.  We represent our clients and do not sell any products or receive commissions for our services.  Our mission is to help you effectively manage your assets by choosing the most appropriate investments while meeting your objectives for safety, growth, income, risk and liquidity.  In addition we continually strive to maintain a firm of highly educated, experienced, well-trained professionals to provide our clients with the highest level of cutting edge service.

EAM currently manages portfolios for individuals, IRA’s, trusts and corporate retirement plans.  We would welcome the opportunity to meet with you in person to explore the advantages our advisory services can provide for you.

  • OUR SERVICES

    Excomp Asset Management provides integrated investment advisory, estate planning, and tax services to help our clients achieve their financial goals.

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