Pin Oak Investment Advisors

At Pin Oak Investment Advisors, we are a family-oriented investment firm dedicated to providing tailored wealth management solutions to our clients. Our team of experienced advisors is committed to helping you achieve your financial goals, no matter how ambitious they may be. With over 100 years of combined experience, we have the expertise and integrity to guide you every step of the way.

Our Philosophy

At Pin Oak, we believe that the key to successful wealth management is to prioritize the preservation of your wealth before attempting to grow it. This means taking a long-term approach to investing, one that focuses on creating a sustainable legacy for your family. We don't just look at your financial situation as a one-time snapshot - we take into account the bigger picture, considering your values, goals, and aspirations.

Our Services

Our team offers a range of services designed to meet the unique needs of high-net-worth individuals and families. From wealth management and asset management to private investment management and private investments, we customized our approach to meet the distinct needs of each client.

Wealth Management

Our wealth management services are designed to help you achieve your financial goals, whether that's securing your financial future, funding your philanthropic endeavors, or creating a lasting legacy for your family. We work closely with you to understand your values, goals, and aspirations, and develop a personalized strategy to help you achieve them.

Family Capital Management

As a family-oriented investment firm, we understand the importance of preserving family wealth across generations. Our family capital management services are designed to help you protect and grow your family's wealth, ensuring that your legacy endures for years to come.

Asset Management

Our asset management services are tailored to meet the unique needs of each client. We work closely with you to understand your investment objectives, risk tolerance, and time horizon, and develop a customized investment strategy to help you achieve your goals.

Private Investment Management

For high-net-worth individuals and families seeking a more personalized approach to investment management, our private investment management services offer a bespoke solution. We work closely with you to develop a customized investment strategy designed to meet your unique financial goals and objectives.

Private Investments

We believe that private investments offer a unique opportunity to diversify your portfolio and create long-term growth. Our private investment team is dedicated to identifying and investing in unique and high-potential opportunities that align with our clients' financial goals and values.

Meet Our Team

At Pin Oak, we're proud to have a team of experienced advisors who are dedicated to serving our clients and their families. Our team members have a combined 100 years of experience in the investment industry, with a deep understanding of the complexities of wealth management. From our founder and chief investment officer to our client operations team, every member of our team is committed to providing exceptional service and guidance to our clients.

Client Relations

Building long-lasting relationships with our clients is at the heart of everything we do. Our team of dedicated client relations professionals is dedicated to providing exceptional service, communication, and support every step of the way.