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Pin Oak

Pin Oak

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Philosophy & values

An Inheritance of Great Example

It is our privilege to shoulder the burden of managing wealth for discerning families. We offer uncompromising and transparent financial guidance, so families may not only leave a legacy, but also live one.

Return of Capital before Return on Capital

We strive to first preserve, then enhance the purchasing power of our clients’ wealth over time.

Buy Cheap, Sell Expensive
Focus on well-managed businesses that may be purchased at a discount to their intrinsic value.
Avoid Over-Diversification
Diversification serves a purpose but also dilutes the positive contribution of the best performers in a portfolio.
Liquidity is Expensive
There is a price paid for everything.  Paying for liquidity on assets that will not be used for years is wasteful.
Reward Requires Risk
Thoughtfully and deliberately choose the risks worth taking.
Cash as Default
When there is nothing worth buying, don’t buy.

A Culture Rooted in Community and Partnership

At the heart of our firm’s culture lies our clients and community. We are humbled to receive our clients’ trust, and we believe giving back to our community is paramount to our longevity as partners.

Stoney Creek Ranch is a Christian camp and retreat facility serving young people. Visit them online at stoneycreekranch.org.

Pathways for Little Feet

C.H.A.R.M.

Cystic Fibrosis Foundation

Lifestream Charities

Deserving of our Support

We are proud of the unsolicited commitments our employees make each year to the organizations they value.

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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