The Post Oak Group at Morgan Stanley

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The Post Oak Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

Our team, The Post Oak Group at Morgan Stanley, has advised foundations, endowments, corporate retirement plans and high net worth investors since 1992.  From our 26 plus years of assisting our clients, we have learned the following key tenets that stand the test of time:

For our non-profit clients, your organization is dedicated to serving others. So are we!  We work from an open architecture platform that puts your best interest at heart at all times, not ours.  And, we focus on what matters most—you and your mission.  We will guide you from Investment Policy design to implementation of your short and long-term investment plans.  

For your qualified retirement plan, you are providing your employees with an opportunity to save for a secure retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming.  As a Corporate Retirement Director, we have the resources to help address your concerns in a way that makes managing your 401(k) plan easier—so that you can focus on running your business.

Corporate executives, business owners, board members and others who have successfully built their wealth often find they do not have the time, energy, expertise or desire to personally manage their investment portfolios. Many of these high net worth individuals turn to The Post Oak Group at Morgan Stanley for experienced consulting. Our process combines our market-informed judgment with a cost-efficient, tax-aware investment strategy designed to meet a client’s income, growth and capital preservation requirements, done in an open architecture environment. Individual investors benefit from the same resources that we provide to our institutional investors to help maximize growth while managing risk.

Services Include

  • 401(k) Rollovers
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Endowments and Foundations
  • Financial Planning
  • Institutional Services
  • Qualified Plans
  • Qualified Retirement Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Our team, The Post Oak Group at Morgan Stanly, brings an average of 30+ years of experience per team member, working in the non-profit, corporate plan, and high net worth sectors. From this experience, every client relationship is based on the development of a successful oversight structure for the organization that will involve day to day client interaction, advisement on all aspects of the plan, ERISA compliance matters, plan trustee and participant interaction, as well as personal consultation to individual plan participants. Our team has the experience, knowledge, and wherewithal to assist you in developing and maintaining a successful plan for your organization and those that you serve.

Working With You

Working With You

Discovery
When starting a new relationship, we want to begin with figuring out where you are and what are you looking for financially. This discussion will bring about what major goals you are after and where we can help. During this meeting, we will start to build the foundation of our relationship and strategy for your plan.

Strategy
The next step in our new relationship will be the plan building and development. We will begin to put together the overview and direction of your plan. This plan will help guide you to accomplish your goals and prepare you for possible negative occurrences. As we progress, the plan will change and adjust to your needs and goals in life.

Consultation and Engagement
Throughout our relationship, we will be continuously engaged with and work with you through the easy and difficult times. We will advise you on the direction of your plan and how to continue its success. We meet with our clients every quarter to review the aspects of each client’s plan and possible changes that they might desire. This consistent engagement with our clients is to help ensure that they are well cared for and always on the path to achieve their goals.

Awards

Awards

  • Forbes Magazine 2014 Profile - The Post Oak Group
  • President's Club, a distinction awarded to top Morgan Stanley Financial Advisors 2010, 2011, 2012, 2013
  • Master's Club, a distinction awarded to top Morgan Stanley Financial Advisors 2014, 2015, 2016
  • Texas Monthly Five Star Wealth Manager Award 2012, 2013, 2014, 2015, 2016, 2017
  • NAPA 2017 Top DC Advisor Teams across America

Location

Location

  • 1330 Post Oak Blvd, Suite 900
  • Houston, TX 77056


    Meet The Post Oak Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Post Oak Group today.

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