Investment Analysis

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Paul Comstock Partners - Houston Wealth Management & Financial Services
2 Riverway # 1000, Houston, TX 77056-1949
(713) 977-2694
http://www.paulcomstockpartners.com/

Investment portfolio Analysis
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.

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Investment Analysis

  1. 1. Investment analysis Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  2. 2. <ul><li>Investment analysis provided by Paul Comstock Partners is an ongoing process of evaluating current and potential allocations of financial assets and choosing those allocations that best fit the investor's needs and goals. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  3. 3. <ul><li>Successful investing must control risk and deliver adequate returns for forward planning, consumption needs, tax liabilities, and inflation protection. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  4. 4. <ul><li>We will provide active investment analysis to construct and implement an investment program that incorporates the business acumen of the client and the existing portfolio of assets. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  5. 5. <ul><li>Paul Comstock Partners create an asset allocation model using a variety of tools including a unique Monte Carlo analysis that maximizes the probability of achieving the plan’s objectives while identifying realistic downside risks. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  6. 6. <ul><li>T he Monte Carlo Analysis is able to estimate the probability of achieving the success of your financial plan by accounting for the yearly variability in the two main factors contributing to it's outcome, the return rate on your i nvestments and the inflation rate . </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  7. 7. <ul><li>An investment analysis form is the perfect place to record key figures and pieces of information about your company as you find them in your research. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  8. 8. <ul><li>I nvestment analysis form allows you to better interpret your data systematically, as all of the information is collected into a standardized format. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  9. 9. <ul><li>Creating your own investment analysis form can enable you to interpret the information you deem important in selecting an investment without losing your head in a sea of numbers. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  10. 10. <ul><li>Where the idea of an investment analysis form really shines is when you're trying to scale across investments. </li></ul>Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/
  11. 11. Let’s find the opportunities that will make the most money for you! Paul Comstock Partners – Houston Wealth Management & Financial Services T wo Riverway, Suite 1000, Houston, TX 77056 Phone: (713) 977 2694 http://www.paulcomstockpartners.com Paul Comstock Partners ® Your Partner in Investment Decision Making http://www.paulcomstockpartners.com/

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