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Pin Oak

Pin Oak

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Our services

Asset Management

Our approach to asset management is transparent and tailored. Each investment’s structure is meticulously evaluated to ensure it complements your overall portfolio, designed to be as distinctive as you.

Asset Allocation & Management

Selection and management of a broad number of proprietary and public investment vehicles.

Fixed Income

Creation of an “all-weather” income strategy. Security selection adjusted for the current investment climate.

Cash Flow & Liquidity Planning

Balancing the needs of both short and long-term investment needs.

Income Tax Planning

Tax guidance and planning to reduce the potential liability for complex financial challenges.

Concentrated Positions Management

Portfolio management to help balance the returns of strong equity positions in industry-leading companies with portfolio diversification needs.

Real Assets

Dedicated and strategic exposure to various types of real assets to mitigate inflationary forces while seeking to generate income and capital appreciation.

Interested in Partnering with us?

See for yourself why our clients have chosen Pin Oak as their family’s partner.

Reach out

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Pin Oak Investment Advisors

510 Bering, Ste. 100
Houston, TX 77057

Phone 713-871-8300
Fax 713-871-8307

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