Independent Investment Advisor for Investment Guidance

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Independent Investment Advisor for Investment Guidance

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Paul Comstock Partners is an advice and investment services company which was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009. Paul Comstock Partners - Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 – PowerPoint PPT presentation

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Title: Independent Investment Advisor for Investment Guidance


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PAUL COMSTOCK PARTNERS
  • Houston Wealth Management Financial Services

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  • 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
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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
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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
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PAUL COMSTOCK PARTNERSHouston Wealth Management
Financial Services
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