Company for Investment Analysis and Portfolio Management

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Company for Investment Analysis and Portfolio Management

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For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals and institutions. 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: Company for Investment Analysis and Portfolio Management


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PAUL COMSTOCK PARTNERS
  • Houston Wealth Management Financial Services

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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.
Brought to you by www.paulcomstockpartners.com
3
We utilize a full range of traditional
alternative asset classes to meet cash flow and
growth objectives while minimizing risks. 
Brought to you by www.paulcomstockpartners.com
4
Consulting revenue is our only revenue we work
on a fee-only engagement and refuse to accept
compensation from any service providers. We do
not originate investments. 
Brought to you by www.paulcomstockpartners.com
5
Our freedom from the conflicts of interest that
are so prevalent with many providers of
investment advisory services allows our clients
to have the comfort of knowing that our
recommendations are based exclusively on what we
believe to be in their best interests.
Brought to you by www.paulcomstockpartners.com
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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 their families can maintain a
good lifestyle.
Brought to you by www.paulcomstockpartners.com
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Our approach to this effort has been developed
through 25 years of experience in advising
individuals, families, trustees and exempt
organizations on how they can effectively meet
current and future financial objectives in a
manner consistent with taking prudent risks and
doing so with long-term continuity.
Brought to you by www.paulcomstockpartners.com
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Our team of professionals are skilled in
implementing our unique strategic decision making
process designed to bring order, discipline,
efficiency, clarity of direction and family
control to the management and transfer of family
wealth.
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
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PAUL COMSTOCK PARTNERSHouston Wealth management
financial services
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