paul comstock partners l.
Skip this Video
Download Presentation
Investment portfolio Analysis firm

Loading in 2 Seconds...

play fullscreen
1 / 9

Investment portfolio Analysis firm - PowerPoint PPT Presentation

  • Uploaded on

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

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
Download Presentation

PowerPoint Slideshow about 'Investment portfolio Analysis firm' - bobbyafisher

Download Now 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.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
paul comstock partners


Houston Wealth Management & Financial Services


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


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


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


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


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


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


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

Brought to you by