COMPOSEDPRO, INC.

Overview

Composedpro, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients and small businesses. The firm operates on a fee model that combines a percentage of assets under management with fixed fees. Since its SEC registration in 2018, Composedpro has positioned itself as a boutique adviser that builds client portfolios around pooled public funds and complements those core holdings with selective allocations to third‑party alternative managers. Investment activity centers on multi‑manager, fund‑based solutions rather than running proprietary strategies. The firm does not act as a capital allocator—meaning it generally selects external fund managers rather than sponsoring its own funds—and it is not an active ESG investor. Composedpro appears focused on delivering diversified, straightforward portfolios to a concentrated client base, using mutual funds and other public pooled vehicles for the bulk of core exposure while offering access to private market and digital‑asset strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices