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      Post Oak Investment Management

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      Investment Management, Financial Planners, Financial Planning Consultants

      4265 San Felipe St, Houston, TX 77027

      713-960-6640

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      DETAILS
      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

      Hours
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      Categories
      Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service
      Neighborhoods
      Great Uptown, Westside, Uptown-Galleria
      Other Link

      http://postoakinvestment.com

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.