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
Tariff Volatility
Why is the market selling off today when everyone knew that tariffs would beannounced? The Tariff announcement far surpassed expectations The administration’s tariff announcement today
DeepSeek Changes the Narrative
Humans thrive on stories. Psychological experiments document their effectiveness in communicating information and changing behavior. Neurologists measure the actual changes in brain chemistry that they
Election Commentary
This information is presented for educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any specific securities,
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.