The search for someone to trust as a partner for your family’s financial and investment decisions can be a difficult one. For more than 30 years we at Pin Oak have strived to ease that burden by viewing our business from a client’s perspective.
Our clients are at the heart of what we do. It is not our goal to become the best-known or the largest provider in our field; rather, we want to be the most useful and valuable partner we can be for each family choosing to work with us. You are not an account number or an investor-type. Families have unique circumstances, needs and preferences; these require different solutions that are appropriately adapted. We “get” this and we put our wisdom, sometimes learned the hard way, to work for our clients.
Like you, we have come a long way and witnessed a lot of changes since Pin Oak hung a shingle 35 years ago. It is no longer enough to limit solutions to those that come easily; the stock and bond markets have become both more correlated and more concentrated, so our scope has expanded beyond what has been normal and traditional for individual investors. We spend considerable time navigating the private equity and credit markets, working hard to unearth the best risk adjusted investments we can find for our clients, rather than simply scattering dollars across the public markets and then hoping they go up.
Though we are continually learning and adapting, we have purposefully retained the personal and personable character that has fostered open and frank discussions with our clients. We encourage you to meet the team, ask questions, and get to know us. Personally, I invite you to see for yourself why our clients have chosen to make the team at Pin Oak their family office.