Post Oak Investment Management

Post Oak Investment Management

  • 4265 San Felipe St Ste 1100
  • Houston, Texas
  • 77027-2998

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Description

Founded in 1997, Post Oak Investment Management, Incorporated 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 operate in three main areas: --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

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