We take to heart the trust our clients place in us to help them secure and sustain their financial freedom. Our purpose is to first preserve and then enhance the future purchasing power of our clients' wealth. Pin Oak's investment professionals own and operate the firm which is located in Houston, Texas.
Services
We believe that the drive of individuals to achieve is infused into the organizations they operate, creating opportunities to participate in their growth. We believe inefficiencies in the ebb and flow of markets cause securities to be uniquely underpriced at times. Purchasing solid companies at attractive prices is a prudent way to participate in their success.
Our wealth management strategy begins with discovery. A significant amount of time is spent getting to know the personal situation of each client. Goals, income needs, risk tolerance, capital expenditures, liabilities, family relationships, advisors, etc. are identified and analyzed prior to making any recommendations.
Pin Oak Investment Advisors, Inc. is a registered investment advisor that has been providing wealth management services and managing investment portfolios for high-net worth individuals since 1989. Our mission is to assist our clients in meeting their financial goals by providing objective financial advice and selecting securities with suitable risk-to-return characteristics.
Prior to founding Pin Oak in 1989, Barrett worked as a financial analyst with a local investment advisor. He also worked as a management consultant with a large accounting firm. He is a Certified Financial Planner and a Registered Investment Advisor. He earned a BBA in Finance from The University of Texas at Austin in 1984 and an MBA from The University of Texas at Austin in 1986.
Barrett Rouse has been selected as a Five Star Professional Wealth Manager three years in a row. Five Star Professional provides localized, independent research on the performance of service professionals. Five Star Professional conducts research to identify service professionals who provide quality service to clients.
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