Comprehensive Physicians Retirement Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Comprehensive Physicians Retirement Investing provides discretionary portfolio management, financial planning and retirement-plan services to individuals, trusts, foundations and employer-sponsored retirement plans. The firm manages roughly 200 client accounts and serves as trustee for certain employer retirement arrangements, reflecting a notable engagement with medical-group retirement relationships.
Portfolios are offered as three CORE models and additional non‑CORE sleeves, with a concentrated, non‑diversified approach that typically uses a defined set of about 10 ETFs and 22 equities and a retiree-focused portfolio that holds higher cash to limit sales into down markets. The firm combines charting, fundamental, technical and cyclical analysis, applies asset‑allocation and market‑timing decisions under a discretionary mandate, and allows clients to impose reasonable investment restrictions.
Distinctive features relative to peers include the firm’s small, supported scale (two advisors and about $24 million in assets) alongside a founding background in medicine and direct trustee roles for client plans, suggesting a niche focus on physician/employer retirement needs. The firm works exclusively through a firm‑selected custodian without directed brokerage, implements trades in increments (which can overlap with client executions given its size), and conducts monthly supervisory reviews while describing portfolio allocations as snapshots that require periodic client engagement.
Client services
Expertise
Occupation focus
Fee options
Up to 1.5% annually; fees are negotiable
Main office
Phoenix AZ
Advisors at this office
2
Most active in
Arizona
Also doing business as
Comprehensive Physicians Retirement Investing · Cpr Investing · Makkar Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James "Seamus" M
Series 65
Phoenix, AZ
Comprehensive Physicians Retirement Investing
James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.
Bruce R
Series 63, Series 65
Phoenix, AZ
Comprehensive Physicians Retirement Investing
Bruce Read is a financial advisor at Comprehensive Physicians Retirement Investing with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Nationstar Mortgage and South University. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented cash strategy and manages nearly 200 client accounts through a small, two-advisor team.
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