1 / 9

Investment portfolio Analysis firm

Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals for over 25 years. Paul Comstock Partners - Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 http://www.paulcomstockpartners.com/

bobbyafisher
Télécharger la présentation

Investment portfolio Analysis firm

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. PAUL COMSTOCK PARTNERS Houston Wealth Management & Financial Services

  2. We provide truly independent investment and financial advice.  • We incorporate unique client issues and opportunities into their investment allocation.  • We strive to establish client expectations that have a high probability of being met. • Our recommendations target absolute performance rather than minimizing dispersion to indices.  Brought to you by www.paulcomstockpartners.com

  3. Paul Comstock Partners offers a range of investment advisory services to individuals, families, foundations, and institutions. The essence of our business is creating a sound working relationship with each of our clients, meeting their particular needs regarding investment strategy, cash flow requirements, fiduciary responsibility, and reporting.  Brought to you by www.paulcomstockpartners.com

  4. For our fiduciary clients, we have created a proprietary analytical platform allowing for tailored scenario modeling, unbiased historical and projected performance reviews, flexible design development of comprehensive reporting, and a delegated services selection and review process that centers on adopted investment policies and stated objectives within the trust or charter documentation. Brought to you by www.paulcomstockpartners.com

  5. Our focus on “information that matters” provides fiduciaries with the assurance that they have structured and implemented a sound and prudent investment program that meets all applicable standards for the governance of deployed assets as well as affords a high probability of achieving their strategic expectations.  Brought to you by www.paulcomstockpartners.com

  6. As an impartial advisor, we can assure our clients that the advice they are receiving matches their own specific needs, rather than those of a financial institution offering products. Brought to you by www.paulcomstockpartners.com

  7. Each client will receive exceptional service from a responsive, energetic and multi-disciplined team of professionals and feel as though they are our only client. Brought to you by www.paulcomstockpartners.com

  8. Comstock's proprietary investment process uncovers and analyzes past performance, fees, and procedures followed in a portfolio for a flat fee.  Call us today to learn more about our Present Position Analysis as well as additional investment services. Brought to you by www.paulcomstockpartners.com Brought to you by www.paulcomstockpartners.com

  9. PAUL COMSTOCK PARTNERSHouston Wealth Management & Financial Services

More Related