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 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^®), 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.”