Paul Comstock Partners

Paul Comstock Partners is a fee-only, employee-owned investment, wealth, and fiduciary advisory firm established in 1983. The firm specializes in providing independent, research-driven advice to high net worth individuals, families, fiduciaries, and charitable organizations. Their services are structured similar to a Chief Investment Officer model, focusing on maximizing financial capital benefits. Comstock emphasizes independence, incorporating each client's unique circumstances into recommendations, utilizing traditional and alternative asset classes, and targeting absolute performance. They act as fiduciaries, ensuring recommendations align with client needs, and strive to establish realistic client expectations. Comstock offers investment advisory, wealth advisory, and fiduciary advisory services, with fees ranging from 0.75% to 0.30% annually based on portfolio value and services provided, with a minimum fee of $50,000. The firm does not participate in performance-based fees, maintains investment discretion for select clients, and does not hold physical custody of client assets. Comstock's investment strategy focuses on owning a diversified portfolio of high-quality assets, with a long-term perspective and sensitivity to costs. They do not provide tax or legal advice and have no disciplinary events to report. Comstock's code of ethics ensures client protection and compliance with securities laws. The firm does not receive compensation from investment managers, brokers, or custodians and does not serve as a broker for securities transactions. Comstock's investment process involves thorough analysis, ongoing monitoring, and client-focused recommendations.