Founded in 1999, 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, partnerships, trust accounts and closely-held corporations, and we seek to provide services to both for-profit and non-profit institutions and company retirement plans. We are a Commodity Trading Advisor (CTA), and a member of the National Futures Association.
We provide services in three main areas:
- We oversee Managed Client Accounts using our proprietary Model Asset Allocation Portfolios (MAAP®), as described in the link entitled “Managed Accounts;”
- We provide Comprehensive Wealth Management services, working with our clients to help grow, preserve, protect, and pass their assets to successive generations, as described in the link entitled “Wealth Management;”
- We manage our Post Oak Investment Fund, L.P., a private investment partnership, as described in the link entitled “The Fund.”