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Comprehensive Capital Management, Inc.

121 Hollywood Avenue
Douglas Manor, New York 11363
United States
Contact :      Mr. Scott Daly
Phone :       (718) 428-2261
Fax :             (718) 428-8472
Email :
Web : 

Comprehensive Capital Management, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $503
Tax-Exempt Managed ($Mil) : $22
Taxable Assets Managed ($Mil) : $45
Year Founded : 1994
Wrap Programs Offered? : Yes
# of Accounts Managed : 300
In-House Research : 100% %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Comprehensive Capital Management, Inc. History

Comprehensive Capital Management,Inc. was created as a full service financial planning and investment advisory company dedicated to client service, with an emphasis on the financial needs approach to business development. Specific Program Bio The investment philosophy used within our program is Dynamic Asset Allocation a disciplined risk reduction strategy. It affords investors the ability to be committed to the equity market thus benefiting from the markets superior returns over time while reducing the level of risk normally associated with the equity market. Our principal objective is to minimize risk while maximizing returns. We obtain these objectives by monitoring market activity several times daily while applying our proprietary technical strategies. Research studies have shown that market events are not random and that discoverable relationships exist between different data and the performance of the financial markets. These research studies have assisted in the formulation of our technical strategies. Utilizing mutual funds as the investment vehicle our goal is to be fully invested in the market as much of the time as possible in order to participate in the gains associated with rising markets. In a descending market we quickly move into money market accounts to reduce risk and preserve capital. This methodology allows for preservation of capital in declining markets, and compounding of the preserved capital in rising markets. This program is for investors who seek professional money management, constant monitoring, participation in the equity markets with reduced risk, capital preservation, and an alternative to a buy and hold approach. We actively manage assets for small institutions, fund of funds, professional investors, and private individuals, within accounts ranging from trusts, annuities, life insurance plans, pension plans, IRA?s, 401K plans, and taxable accounts. Our returns are presently published in newsletters and found in several databases. I have appeared on AOL's financial website several times speaking about Dynamic Asset Allocation.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 2
Portfolio Managers : 2 Traders : 2
Client Service : 6 Operation : 6

Comprehensive Capital Management, Inc. Personnel

Mr.  Scott Daly

Client Contact
Tel : 718 428 2261

Comprehensive Capital Management, Inc. Product Name

US/Foreign Equity:Privately Managed Accounts
S&P Capital Growth Builder:Privately Managed Accounts
JT Capital Growth Builder:Privately Managed Accounts
L/S Capital Growth Builder:Privately Managed Accounts
US Capital Growth Builder:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.

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