Comprehensive Investment Management, LLC

Overview

Comprehensive Investment Management, LLC is a small, owner-operated advisory firm focused on fee-based portfolio management for individuals, families and small businesses. The firm runs a concentrated advisory model: it charges a percentage of assets under management and positions client portfolios primarily in pooled public funds rather than direct stock-picking. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external private managers. Advisory services center on discretionary portfolio management for both individual/small business clients and for business or institutional accounts. An accounting affiliation is listed, indicating the firm likely coordinates tax and reporting work with accounting professionals as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices