Comprehensive Financial Management LLC

Comprehensive Financial Management LLC, established in 1986 by Michael G. Mohr, is a California-based multi-family office and investment advisory firm. The firm, managed by partners Gregory R. Hardester and Jeffrey R. Alvord, offers personalized investment strategies tailored to clients' short and long-term goals. Services include investment advisory, tax management, estate planning, and more. CFM operates as a fiduciary, acting in clients' best interests, and manages over $16 billion in assets on a discretionary basis. Clients are billed hourly, with rates determined by management, and may also incur additional fees such as custodial and brokerage expenses. Performance-based fees are customized for each client, with no set fee schedule. CFM invests in a variety of assets, including domestic and international holdings, and employs external managers alongside in-house management. The firm's investment strategies focus on capital preservation, growth, and income generation, with consideration for risk tolerance and client-specific factors. CFM emphasizes transparency, client input, and long-term partnerships in its approach to financial management.