North Wales, PA Office

Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base of individuals (including high‑net‑worth clients) and also provides management for trusts, corporations and retirement plans. The firm delivers discretionary portfolio management alongside ad hoc financial advisory services, operating on a fee‑only, percentage‑of‑assets basis.

The firm constructs diversified allocations primarily using no‑load, open‑ended mutual funds — typically actively managed equity funds with a significant foreign allocation and index bond funds focused on short‑ to intermediate‑term maturities and TIPS — pursuing a long‑term, low‑turnover strategy with periodic rebalancing. Accounts receive written annual portfolio reviews, quarterly reports delivered within fifteen days of quarter‑end, and trades are implemented under discretionary authority after client approval of recommended changes.

A distinctive aspect of the firm is its affiliation with accounting services and the mix of professional credentials on the team (including a CPA/CFP® and an Enrolled Agent/Wealth Management Specialist), which the brochure indicates supports tax preparation and tax‑planning discussions alongside investment management. With two adviser representatives serving 39 clients, the firm’s size and credential mix suggest a more integrated, hands‑on investment-and‑tax advisory model than is typical among peers.