Comprehensive Physicians Retirement Investing

Overview

Comprehensive Physicians Retirement Investing operates as a small, fee-based advisory corporation focused on portfolio management for individual and family clients and small businesses. The firm’s mandate is traditional wealth-management work: discretionary portfolio oversight with an equity tilt. Its filings show a clear preference for listed, liquid securities — the investment mix is built around exchange-traded equities and separately managed account (SMA) structures, with annuities used as an additional building block when appropriate. The adviser charges fees based on assets under management and maintains a single-office, owner-operated model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices