In addition to investment advisory services, Post Oak Investment Management, Inc. provides Comprehensive Wealth Management, which encompasses the majority of issues relating to a client’s particular financial situation.  Our firm concentrates on helping our clients create, grow, protect and pass their wealth on to successive generations in tax-efficient ways.  This area benefits from the work of our Registered Solicitor, Mr. Earnest Bastian, Jr., who has handled estate-planning issues for more than 40 years.  After personal visits and individual discussions with a client, we consult on their relevant needs, goals and particular issues, and creates a customized plan for the client.  In addition, we work with a variety of “key professionals” in the fields of law, accounting, banking and third-party administration when needed, to provide input and work on specific issues.

One of the most important areas in designing a complete plan is to carefully evaluate a client’s investment risk tolerance, which in its simplest form is to determine a comfort level with price fluctuations in a portfolio under various market conditions.  Our firm has designed our comprehensive Client Profile Questionnaire specifically for this purpose, which we ask clients to complete and review for the purposes of discussing appropriate investment objectives.

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