Comprehensive Physicians Retirement Investing

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.