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.  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.

Our Investment Advisory process begins with the creation of a Strategic Investment Plan.  The central issue of this plan is a thorough review of both current and future cash flow needs.  Through this planning process we help our clients understand that investment management is a multi-dimensional activity with opportunities and ramifications that extend well beyond traditional return results. Once this plan is developed, we create an asset allocation model using a variety of tools including a unique Monte Carlo analysis that maximizes the probability of achieving the plan’s objectives while identifying realistic downside risks.

The implementation of the allocation model is carried out by delegated management from our proprietary and subscribed databases of separate account managers, selected through a process of quantitative and qualitative analysis.  It is our proprietary Pay for Alpha, Not Beta process that additionally sets our firm apart from our competitors.

Clients’ Strategic Investment Planning is on-going.  The plan is reviewed and its risk/return performance analyzed based on the expectations adopted within the investment policy approved by the client. We work hard to give our clients an experience that exceeds their expectations. 

To request more information or receive a detailed presentation of these services please contact us.