Post Oak Investment Management, Inc. offers our clients the opportunity to have their accounts individually-managed by our firm.  These “Separate Accounts” are maintained in segregated brokerage accounts with a third-party broker/dealer, and are established in the name of the client.  This type of investment management arrangement can be particularly useful to a client in that the account can be customized for a specific investment objective, tax situation, income needs or other purpose, depending on the situation.  A Separate Account with our firm provides monthly reporting information directly from the brokerage firm that holds the account, as well as online access to account information 24 hours a day, 7 days a week, including information on current holdings, account balances, transaction information, historical data, and tax records.  In addition, our firm provides comprehensive reporting to our clients on a quarterly basis.

At the core of our Separate Account management is our firm’s proprietary trademarked investment system called the Master Asset Allocation Program (MAAP^®).  Designed to maximize return for a client’s given level of investment risk, our program uses the Nobel-prize winning concepts of Modern Portfolio Theory as a foundation, using computer-generated efficient model portfolios to determine the most favorable tradeoff or risk and return for a client’s appropriate risk tolerance.  We then add two additional steps--first, analyzing current economic conditions and market sentiment, and second, by choosing certain mutual fund managers whose experience and judgment may allow them to construct a portfolio of superior holdings.

Please note that past performance is no guarantee of future results--see Disclaimer page.