Alison Comstock Moss

About Alison Comstock Moss

As Chair 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.

Experience

1. Chief Executive Officer

   Paul Comstock Partners

   Jan 2018 — Present · Houston, TX, US

   Paul 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.

Education

• Brigham Young University

  BA, Music - Oboe

  1998 — 2001

Skills

• Financial Advisory
• Public Speaking
• Investments
• Strategic Planning
• Multi-Generational Wealth Transfer