Registered investment advisor - PowerPoint PPT Presentation

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Registered investment advisor

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Investment Guidance: For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company 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: Registered investment advisor


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Wealth Manager
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  • Paul Comstock Partners is committed to meeting
    the needs of wealthy clients and those aspiring
    to become wealthier. We understand that wealth is
    more than money it means something different to
    everyone.

3
  • Our team of professionals is 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.

4
  • As a client, you benefit from our international
    reach and expertise in private wealth management,
    investment management, financial planning, and
    private banking.

5
  • Our services are based around a dedication to
    traditional, personal client service, enhanced
    through the use of technology and the latest
    portfolio management techniques.

6
  • We exist to assist the select few who are
    ambitious and seek tangible progress in their
    investment portfolio but are too busy to manage
    it themselves.

7
  • Our job is to help you create an enterprising
    mix of investments which gives financial security
    and peace of mind. This is achieved through long
    term, conservative responsible investing.

8
  • We pledge to acquire competence before we
    advice.
  • We will critically examine our output to ensure
    it is excellent.

9
  • All of us at Paul Comstock Partners work as a
    team that is founded on fairness, dignity and
    respect for everyone. "Enjoyment of work is the
    hallmark we will do it once and do it well".

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Let us help you prepare for a changing future!
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