Post Oak Investment Management, Inc. — Financial Consultant, Houston
Financial Consultant in Houston — Global macro investment management strategies
Financial consultant · Houston, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 1 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Consultant
- Location
- Houston, United States
- Known For
- Global macro investment management strategies
- Founded
- 2000
AI Summary
A Houston-based financial consultant, Post Oak Investment Management, Inc. specializes in global macro investment management strategies. The firm offers comprehensive wealth management, managed client accounts, and services tailored for business owners. Operating for 26 years, it serves high-net-worth individuals, business owners, and professionals seeking specialized financial planning.
Quick Answer
A Houston-based financial consultant, Post Oak Investment Management, Inc. specializes in global macro investment management strategies. The firm offers comprehensive wealth management, managed client accounts, and services tailored for business owners. Operating for 26 years, it serves high-net-worth individuals, business owners, and professionals seeking specialized financial planning. Key services include Managed Client Accounts, Comprehensive Wealth Management, Business Owner Services.
This business is typically used for global macro investment management strategies.
Common Questions
- What services does Post Oak Investment Management, Inc. provide?
- Post Oak Investment Management, Inc. provides Managed Client Accounts, Comprehensive Wealth Management, Business Owner Services.
- Where is Post Oak Investment Management, Inc. located?
- Post Oak Investment Management, Inc. is based in Houston, United States and serves Houston.
- Who is Post Oak Investment Management, Inc. for?
- Post Oak Investment Management, Inc. serves High-net-worth individuals seeking investment management and Business owners needing specialized financial planning.
What this business does
Post Oak Investment Management, Inc. is a financial consultant based in Houston, United States.
- Provides Managed Client Accounts and Comprehensive Wealth Management
- Specializes in global macro investment management strategies
- Serves high-net-worth individuals seeking investment management
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 3 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 87% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Post Oak Investment Management, Inc.
- Category
- Financial Consultant
- Industry
- Financial Consultant
- Location
- Houston, United States
- Official website
- https://postoakinvestment.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/post-oak-investment-management-inc-houston-bce8
- Summary
- A Houston-based financial consultant, Post Oak Investment Management, Inc. specializes in global macro investment management strategies. The firm offers comprehensive wealth management, managed client accounts, and services tailored for business owners. Operating for 26 years, it serves high-net-worth individuals, business owners, and professionals seeking specialized financial planning.
- AI readability score
- 39
- Data Consistency
- 87% (checked 2026-07-01)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 3 independent public sources
Location
4265 San Felipe St #1100Houston, Texas
77027
US
About Post Oak Investment Management, Inc.
A Houston-based financial consultant, Post Oak Investment Management, Inc. specializes in global macro investment management strategies. The firm offers comprehensive wealth management, managed client accounts, and services tailored for business owners. Operating for 26 years, it serves high-net-worth individuals, business owners, and professionals seeking specialized financial planning.
Service areas
- Houston
Target audience
- High-net-worth individuals seeking investment management
- Business owners needing specialized financial planning
- Professionals requiring wealth management services
Specialties
- Global macro investment management strategies
Why Post Oak Investment Management, Inc.
- Operating since 2000 (26 years): Founding date 2000 detected from website structured data.
Verification
Frequently asked questions
What is the Model Asset Allocation Portfolios (MAAP®) system?
MAAP® is a proprietary, trademarked investment system used for Managed Accounts. It is designed to maximize return for a client's given investment risk level, based on Modern Portfolio Theory.
What types of clients does Post Oak Investment Management, Inc. serve?
The firm serves high-net-worth individuals, professionals, business owners, partnerships, trust accounts, closely-held corporations, and both for-profit and non-profit institutions.
Business hours
- Monday
- 07:30 – 17:30
- Tuesday
- 07:30 – 17:30
- Wednesday
- 07:30 – 17:30
- Thursday
- 07:30 – 17:30
- Friday
- 07:30 – 17:30
- Saturday
- 08:30 – 13:30
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +17139606640
Official website: https://postoakinvestment.com/
Years in business: 26