skip to content
Investment Strategy Group

Portfolios that align with your unique financial planning objectives.

We work with you to determine the appropriate mix of stocks, bonds and private investments that correspond with the needs and objectives defined wtihin your financial plan. Asset allocation needs to consider not just risk and return, but your income requirements, liquidity needs, and tax situation. 

The “With You, Not for You” Approach

Investment tenants that encapsulate your specific outcomes and preferences.

  • Authentically Tailored

    We create portfolios that align each client’s unique financial planning objectives with a tailored long-term investment strategy.
  • Research Driven

    Emphasizing investments in assets from in-depth research with a differentiated investment thesis.
  • Risk Managed

    The unexpected can and will occur, so we place great emphasis on continuous risk management.
INVESTMENT SOLUTIONS

Our investment offering affords an array of solutions to suit an investor's risk, tax, and expense considerations.

We help you stay two steps ahead.

Forecasts
Apr 23, 2026

Q2 2026 Market Landscape

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

Forecasts
Apr 8, 2026

Q2 2026 Market Perspectives

In this Q2 Market Perspective, our Chief Investment Officer, Matt Dmytryszyn, shares insights into the first few months of 2026, uncertainties under the ITAP themes, and other economic indicators shaping the current investment environment.

Insights
Mar 24, 2026

Composition Wealth Welcomes Edgewater Wealth Management

Composition Wealth announced a merger with Edgewater Wealth Management of Tacoma, WA. Composition welcomes the Edgewater team of 16, bringing $900 Million in total client assets and expanding the firm's footprint in the Northwest.

Let’s compose your financial story together.

Explore the latest news, insights, and more.

Composition Wealth