COMPREHENSIVE FINANCIAL MANAGEMENT LLC


Comprehensive Financial Management LLC (“CFM”) is a California limited liability company. CFM operates a multi-family office and investment advisory firm with headquarters located in Los Gatos, CA. CFM was started in August, 1986 and began offering its current services in 1996. The firm is managed by three partners - Michael G. Mohr, who founded CFM; Gregory R. Hardester, who joined the firm in 1996; and Jeffrey R. Alvord, who joined the firm in 2007. CFM is wholly owned by its executives. CFM views every client relationship as a long-term relationship and partnership. We seek the client’s input and we welcome feedback on how to serve our clients better. We tailor investment strategies to fit the short- term and long-term goals and needs of our clients. CFM customizes and personalizes our broad range of services to provide each client with the best service possible. In addition to investment advisory services, CFM also provides the following services to our clients:
• Tax management, analysis, and consulting
• Estate planning and generational wealth transfer strategies
• Lifestyle asset acquisition and management
• Governance consulting
• Financial audit assistance
• Accounting, bill pay, and audit management
• Philanthropic management and consulting
• Risk management consulting CFM Investment Advisory and Investment Management CFM’s investment advisory and planning services are designed to be part of a collaborative process that results in an integrated approach to meeting each client’s short-term and long-term goals and targets. Each client’s engagement manager and CFM staff members design and implement, with client participation, investment strategies that will deliver the financial means to achieve the client’s goals, targets, and aspirations.

CFM generally utilizes the following process to design a custom set of investments and services for each client:
• Identify and prioritize client goals and objectives: CFM tailors each client’s investment portfolio based on a detailed understanding of the client’s goals, targets, and preferences. Goals include financial security, support of family members, wealth transfer across generations, business responsibilities, and charitable and philanthropic goals.
• Gather and analyze relevant information: CFM uses data provided by the client on its existing investment portfolio and financial obligations to construct customized return requirements, risk tolerance, and liquidity needs. CFM may work with third-party service providers (legal, accounting, and other advisers) to obtain relevant information and coordinate strategies and actions.
• Propose recommendations: CFM prepares a plan for the client, or in some cases, the giftor, to review. Strategies and plans are revised until the plan satisfies the client/giftor or the engagement manager.
• Plan Implementation: After the client/giftor approves the plan, CFM begins the implementation process, drawing on existing investments and external manager relationships as appropriate.
• Monitoring progress: CFM reviews goals and targets at least annually to ensure progress and continued alignment with client objectives. Clients can review their goals with CFM at any time.

In some cases in which a trust or other entity type is created for a client by another family member, the investment plan is driven by the terms of the gift and the nature of the entity. As of December 31, 2019, CFM managed $17.1 billion in total assets on a solely discretionary basis. please register to get more info

Open Brochure from SEC website
Assets
Pooled Investment Vehicles
Discretionary $17,061,855,642
Non-Discretionary $
Registered Web Sites

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