A complete list of active advisors currently associated with Post Oak Private Wealth Advisors

Warmer can help you find a great advisor at Post Oak Private Wealth Advisors or one who fits your needs even better.

Post Oak Private Wealth Advisors is a team-based registered investment adviser that serves individuals (including high-net-worth clients), institutions, trusts, estates, and business entities; the firm manages roughly $391 million across about 376 client accounts with a seven-advisor team. Its services include discretionary and non-discretionary portfolio management, financial planning, educational seminars, and access to model and managed-account solutions. The firm describes an investment approach that emphasizes value, safety, and quality with a particular focus on risk control to limit losses and allow equity appreciation, and it uses a range of instruments including equities, fixed income, mutual funds, ETFs and options. Post Oak offers multi-asset class portfolios built from proprietary quantitative and qualitative manager research (including ongoing monitoring and site visits) and participates as a co‑advisor in SEI’s managed account and mutual fund model programs. Distinctive features relative to many peers include the explicit use of derivatives (options) within individually managed accounts, a practice the firm discloses as part of its discretionary strategies and that is relatively uncommon among similar team firms. The firm also emphasizes formal due diligence and ongoing monitoring of third‑party managers through its SEI arrangements, maintains a $1 million account minimum for portfolio management, and generally leaves proxy voting to clients.

To learn more about the advisors currently working at Post Oak Private Wealth Advisors, 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.