Making wealth decisions clearer.
We provide independent, objective, decision-enabling wealth management advice.
Providing client-centered analysis
As your wealth advisors, we conduct our own client-centered research to develop thorough, strategic investment and succession planning advice.
Creating order out of complexity
We believe wealth management requires experience, competence, and sensitivity to family members.
Building structures to last generations
Comstock is employee-owned and has provided independent, innovative advisory services to individuals, families, fiduciaries and their advisors for over 40 years.
Our wealth advisors believe in earning your confidence
Our mission is to cut through the noise of transaction driven advice to deliver clarifying analysis that is both client-centered, innovative, and sometimes contrarian as we work to identify what is in the client’s best interest.
Present Position Analysis
Get a flat-fee, exhaustive analysis of portfolio assets to assess performance of management and strategy.
Strategic Planning
We advise families and family offices on the organization of the family financial capital to maximize results for generations.
Investment Services
We’ll work with you to choose a program that seeks enhanced returns through each portfolio option while reducing risk.
Market Commentary
Read our market and investment strategy reviews and commentary, going back to 2006.
Developed for ‘next-gen’ beneficiaries who understand that the benefits of a trust come with challenges and responsibilities, this course will help you learn to be a proactive and engaged custodian of your legacy.
Latest Articles
Third Quarter 2024 Commentary
After the NVIDIA-driven first half of the year, equity markets broadened during the third quarter. Small cap stocks, emerging and developed non-US markets posted double-digit year-to-date gains. Large cap US growth stocks still retain the lead due to their strong performance during the first half of the year.
Don’t forget about small caps!
The Importance of Small Cap Stocks in a Diversified Portfolio Small cap stocks, as defined by the popular, but flawed, Russell 2000 Index comprise approximately
Active Investors in Small-cap and non-US Markets Outperformed Popular Index Funds
Over the past decade many investors abandoned actively traded mutual funds and separately managed accounts in favor of lower cost passive strategies. Morningstar recently estimated
A tough run for the Ivys?
University endowments report their investment performance on a June 30 fiscal year-end. With the market declines last year, the 2022 performance, which tracked July 1,