Integrity and Trust

We believe that integrity is our most valuable asset and that trust is the cornerstone of our client relationships.

Objectivity and Peace of Mind

  • Because we are a fee-based company, selling no products and accepting no commissions, Pin Oak is completely objective when making recommendations to our clients
  • We take the “worry” out of managing your financial affairs and free you to pursue other interests.

Personal Attention

  • We provide our clients with the highest level of personalized service designed to assist them in meeting their financial goals.
  • We believe in maintaining close communication with our clients and encourage them to contact us anytime they need our assistance or advice regarding their financial matters.

Investment Philosophy

Our investment philosophy is focused and disciplined and is designed to preserve and enhance wealth.

Historical Performance

The success of our investment philosophy has been demonstrated over the years in both bear and bull markets by achieving above average returns for our clients.

Experience and Expertise

Our investment professionals and office staff are experienced in managing investment portfolios and maintaining close client support.

Cost Effective

Our services are priced to provide a true value to our clients.