Post Oak Asset Management

Post Oak Asset Management is a Registered Investment Advisory Firm, located near Houston, Texas.

We are dedicated to attempting in all that we do, to do the right thing--for our clients, for those who've entrusted us with their money, and for our higher power.  We look for the best investing opportunities available and match the portfolio with the financial goals of each investor. 

We focus a great deal of time and attention on our three categories of investing:  

These portfolios are professionally managed and held in separate accounts for each and every investor, either directly, or through their advisor.  For a further explanation of Separate Managed Accounts, What Is a Separate Managed Account?

We stick to what we know best.   We are not everything to everybody. 

Our mission is to do what we do to the best of our ability every single day to the benefit of those who have seen fit to invest with us.

Please feel free to contact us by phone (866.485.7626), email (postoak@postoakam.com) or through the contact us link. 

We look forward to working with you.

Thank you for your interest, support and continued good works,

Doug Ikenberry

Managing General Partner

Past performance is no guarantee of future results.  Any returns presented are based on model portfolios and are representative of returns on specific accounts which followed the models and had no contributions or withdrawals, but may, depending on the portfolio, reflect reinvestment of dividends..  A proprietary computer modeling system is utilized which calculates the number of shares to purchase within each account, based on the model portfolio.  There may be slight differences in percentage allocation due to account size, time of investment or limitations by nature of a model portfolio (any portfolio using options, for example, must hold positions rounded to the nearest 100 shares) which MAY result in different performance numbers than the model portfolio.  The returns are net of fees and do not take into account income tax consequences.  The information is believed to be accurate, but is not guaranteed. The model portfolios have been managed during various market and economic conditions which, by definition, effect the overall returns of any given model portfolio.  As with any investment, the risks must be weighed and the possibility of loss exists.  The decision to invest should not be based solely upon this information.  Investments are NOT FDIC INSURED,  NOT BANK GUARANTEED and Investments in stocks MAY LOSE VALUE.   Advisory Services Offered through Post Oak Asset Management, LLC   Registered Investment Advisory Firm    25511 Budde Road Suite 102  The Woodlands, TX  77380   281.298.9890  866.485.POAM   (866.485.7626)  281.419.5361 fax