Investment Analysis - PowerPoint PPT Presentation

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paul comstock partners l.
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Investment Analysis

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  1. PAUL COMSTOCK PARTNERS Your partner in investment decision making

  2. Why Paul Comstock Partners? We believe that preserving the family capital requires more than focusing exclusively on achieving good investment returns. We advise families on the organization of the family financial capital in a conflict of interest free environment so that our families can maintain the good life.

  3. Our Services • Wealth Advisory • Fiduciary Advisory • Investment Advisory

  4. Our Goal Our goal is to foster the opportunity for family members to be adequately prepared for the task of living with and managing the accumulated wealth bestowed upon them. 

  5. Professional Team 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.

  6. Privately Owned Firm Our firm is privately owned and is not under the control of any parent organization or shareholders interested in selling investment products.

  7. What Sets Us Apart • We provide truly independent investment and financial advice.  • We utilize a full range of traditional & alternative asset classes to meet cash flow and growth objectives while minimizing risks.  • We incorporate unique client issues and opportunities into their investment allocation.  • Our recommendations target absolute performance rather than minimizing dispersion to indices.  • We strive to establish client expectations that have a high probability of being met.

  8. Paul Comstock Partners

  9. Paul Comstock Partners We provide high net worth individuals, families, private fiduciaries, private and public exempt organizations with leadership designed to maximize and affect the economic and non-economic benefits of their financial capital.

  10. Paul Comstock Partners  is a fee only, private, independent, investment and wealth advisory firm.

  11. Contact Us For More Details: Paul Comstock Partners Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 http://www.paulcomstockpartners.com/