POST OAK INVESTMENT MANAGEMENT, INC

Overview

Post Oak Investment Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm shows a clear equity tilt in its investment approach, with exchange-traded equities the dominant allocation. Its business model is percentage-of-AUM billing and the firm operates as an individually owned corporation. Post Oak is not positioned as an ESG investor and it does not represent itself as a multi-state adviser. Investment activity centers on liquid public markets complemented by select alternative exposures. The firm lists real estate, commodities, and oil & gas as alternative allocations, and it also uses mutual funds and corporate debt as part of its traditional fixed-income sleeve. An industry affiliation as a real estate broker suggests the firm has on-the-ground access or expertise that may influence how it sources and manages real estate-related investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices