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About

If you don’t find a way to make money while you sleep, you will work until you die.

– Warren Buffett

Compound Capital, LLC., is an independent, Registered Investment Advisory Firm in the state of Colorado with offices in Lone Tree, CO.  I provide portfolio management services for individuals, families, and businesses with a wide range of investing experience. 

Whether you are new to investing or a seasoned vet, were dedicated to expanding your investing awareness. I take great pride in helping our clients work towards their financial goals. As your fiduciary, I represent you and only have your best interest in mind. 

My Approach

  • I take the responsibility of managing your assets very seriously.  From the way I’ve structured my business, to the way I manage my clients investment portfolios, the approach I use is designed to ensure that servicing clients is my main focus.
  • I understand you lead a busy life and likely do not have the time to study financials or do technical analysis. As an active manager with discretion to trade on your behalf, I give you the peace of mind that your portfolio is professionally managed so you can focus on what you do best.
  • I believe traditional education falls short when it comes to managing finances. If you would like to grow your investment knowledge we are here to answer questions, review transaction history and ensure you understand our investing strategy. I take pride in educating my customers at no additional cost.
  • The market and industry are an ever-changing environment. For this reason, we invest in research and strategy refinement. We leverage Artificial Intelligence to assist with technical analysis and fundamental analysis software that helps us complete due diligence on each companies financials, forecast, and past performance.

Our Philosophy

Albert Einstein said “Compounding is the 8th wonder of the world” and we made it the core of our approach.

Through fundamental analysis, we find quality companies that we believe have staying power. Our active management techniques strategically add new funds to your account weekly. Learn more through our complimentary consultation. 

My Focus

My focus is simple, to understand your investor profile and to deliver excellence in fundamental analysis, technical analysis, and strategy execution. 

When I understand your financial goals, risk tolerance, and time horizon I can accurately allocate assets within suitable investment types and asset classes. Contact us to learn how we research companies.

The Power of Good Returns

 

A $10,000 investment in a tax sheltered account compounded at 8% vs 20%.

8% over 10 years = $21,589

20% over 10 years = $61,917

8% over 30 years = $100,627

20% over 30 years = 2,373,796

The hypothetical returns listed above are not supported by actual investing transaction data. They are intended to help you understand how the rate of return can affect compounded returns over a period of time. For information purposes only.

Address

9610 Dunning Cir
Highlands Ranch, CO 80126

Email

Daniel@mycompoundcapital.com

Phone

720.712.7766

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Compound Capital LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Compound Capital LLC an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Compound Capital LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. 

 When you follow a link to one of these sites neither Compound Capital LLC, nor any agency, officer, or employee of the Compound Capital LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.