Alison Comstock Moss work email
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As Chairman and CEO, Ms. Moss provides leadership to the Managing Director Board and is primarily responsible for client service and business development for the firm. Comstock’s core focus is to provide clients with effective and efficient wealth strategies and portfolio management solutions that meet their unique, individual needs. Ms. Moss works with individuals, families, and charitable organizations to provide strategic planning and support that preserves capital for current and future generations. She focuses on providing families, trustees or non-profit governance fiduciaries with counsel that is designed to meet the multi-dimensional needs of current cash flows and protecting assets within various efficient investment vehicles. Comstock focuses on sound investment principles when providing advice that improves the organization and structure of family and non-profit assets in order to meet the needs of beneficiaries and the multiple decision makers involved in each entity.
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CeoPaul Comstock PartnersHouston, Tx, Us -
Chief Executive OfficerPaul Comstock Partners Jan 2018 - PresentHouston, Tx, UsPaul Comstock Partners®Your Partner in Investment Decision Making We are a committed team of investment professionals working in partnership with our clients to enable them to make financial decisions they can trust. Comstock has provided independent, innovative, investment advisory services nationally to individuals, families, fiduciaries and their advisors for over 30 years.We are distinguished by independent and innovative thinking that’s grounded on industry best practices, proprietary research and aggressive oversight. We focus on enabling our clients to “pay for alpha (excess return) and buy beta (market return) as cheaply as possible”.Our demonstrated integrity and proven expertise has brought clarity to our clients’ investment decisions and has helped them to achieve high-quality results.Why Is Our Independence So Important?Comstock was founded on the belief that the best financial advice cannot be delivered to a client if it is tied to a specific financial product or its compensation is influenced by commission. As a fee-only advisory firm with no conflicts of interest, we are free to examine the entire spectrum of options and give unbiased opinions based only on our clients’ best interests.All investment advisors are not created equal.Paul Comstock Partners is a truly independent and objective entity that provides in-depth strategic investment advice. We are focused, innovative (and sometimes contrarian), thorough to the point of conducting our own client-centered research and have a well-established track record of providing our clients with results that go beyond monetary returns. -
Account Relationship Manager And PrincipalPaul Comstock Partners Jan 2010 - 2018Houston, Tx, Us
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Business Development SpecialistPaul Comstock Partners 2006 - 2010Houston, Tx, Us
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Research AssistantPaul Comstock Partners 2002 - 2006Houston, Tx, Us
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Administrative AssistantPaul Comstock Partners 2001 - 2002Houston, Tx, Us
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FounderEmpowering Beneficiaries Jun 2010 - PresentUsEmpowering Beneficiaries serves as a resource for families to empower the next generation of family wealth. G1 family members (parents) are encouraged to use their wealth in a way that provides heirs the opportunity to create their OWN legacy. G2 family members are given resources to help them be empowered by inherited wealth.One of our way to support the next gen is at our unique Beneficiary Boot Camp with colleague, Kristin Keffeler.
Alison Comstock Moss Skills
Alison Comstock Moss Education Details
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Brigham Young UniversityMusic - Oboe
Frequently Asked Questions about Alison Comstock Moss
What company does Alison Comstock Moss work for?
Alison Comstock Moss works for Paul Comstock Partners
What is Alison Comstock Moss's role at the current company?
Alison Comstock Moss's current role is CEO.
What is Alison Comstock Moss's email address?
Alison Comstock Moss's email address is al****@****ers.com
What is Alison Comstock Moss's direct phone number?
Alison Comstock Moss's direct phone number is +171397*****
What schools did Alison Comstock Moss attend?
Alison Comstock Moss attended Brigham Young University.
What are some of Alison Comstock Moss's interests?
Alison Comstock Moss has interest in Children, Most Importantly, Languages, Opera, But Most Importantly, The Arts, Travel, Enjoying Every Moment With My Family, Arts And Culture, Symphony.
What skills is Alison Comstock Moss known for?
Alison Comstock Moss has skills like Multi Generational Wealth Transfer, Strategic Planning, Financial Advisory, Investments, Public Speaking.
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