A complete list of active advisors currently associated with Post Oak Investment Management, Inc

Warmer can help you find a great advisor at Post Oak Investment Management, Inc or one who fits your needs even better.

Post Oak Investment Management, Inc. is a small, independent registered investment adviser that provides discretionary managed-account services to individuals and institutional entities such as banks, credit unions, trusts, estates and corporations. The firm offers tailored investment advice that can include cash flow management, retirement planning and estate planning as part of its managed account services. The firm uses a proprietary Model Asset Allocation Program (MAAP®) to match clients to constructed portfolios that generally employ no-load mutual funds and ETFs, and asks clients to complete a Client Profile Questionnaire and a Confidential Investor Profile to guide model selection and any customization. Its investment process combines fundamental and technical analysis and can employ a wide range of instruments across short-, medium- and long-term strategies, including equity and fixed-income securities, options, short sales, margin transactions and futures when appropriate. Distinctive features for a single-advisor firm include its relatively small scale — roughly $19 million in discretionary assets across 36 clients — and that the president and chief investment officer is the sole shareholder and the person responsible for account review and investment decisions. The firm also discloses that it does not vote client proxies (clients vote their own proxies) and the Brochure Supplement reports a personal Chapter 7 petition for the principal filed in September 2018 and discharged in January 2019.

To learn more about the advisors currently working at Post Oak Investment Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.