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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.
Extra Phones

Fax: (713) 960-6641

TollFree: (855) 960-6640

Neighborhoods
Great Uptown, Westside, Uptown-Galleria
Categories

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Details

Phone: (713) 960-6640

Address: 4265 San Felipe St, Houston, TX 77027

Website: http://postoakinvestment.com

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