General Info

Founded in 1997, Post Oak Investment Management, Inc is a Registered Investment Advisory firm located in Houston, Texas, dedicated to serving our clients with complete investment and wealth management services. Our client base includes high-net worth individuals, professionals, business owners, trust accounts and closely-held corporations, and we seek to provide services to both for-profit and nonprofit institutions. --We manage our Post Oak Investment Fund, L.P, a private investment partnership, as described on the link entitled The Fund. --We oversee Separate Client Accounts using our proprietary Model Asset Allocation Portfolios ( MAAP ), as described on the link entitled Separate Accts. --We provide Comprehensive Wealth Management services, working with our clients to help grow, preserve, protect, and pass their assets to successive generations, as described on the link entitled Wealth Mgmt.