Title: Independent Investment Advisor for Investment Guidance
1PAUL 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.
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3Paul 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.
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4For 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.
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5Our 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.
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6As 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.
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7Each client will receive exceptional service from
a responsive, energetic and multi-disciplined
team of professionals and feel as though they are
our only client.
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8Comstock'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
9PAUL COMSTOCK PARTNERSHouston Wealth Management
Financial Services