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
2nd Quarter 2023 Market Commentary
The 16.9% year-to-date return of the S&P 500 was one of the strongest starts in market history and re-couped most of the losses from last year, reducing the drawdown from December 2021 to -4%. Nothing ventured, nothing gained, but don’t put all your eggs in
1st Quarter 2023 Market Commentary
Equity markets shrugged off the turmoil in the banking sector, with the S&P 500 returning 4.2% for the month of March and 7.5% for the full quarter. Can’t you understand what’s happening here? Don’t you see what’s happening? Potter isn’t selling. Potter’s buying! And why?
