At Post Oak Financial, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives, and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
Strategic Alliances
Post Oak Financial, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over twenty proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA and Senior Portfolio Manager, Michael Binger, CFA.
Schmidt and Binger are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and have many other national publications. Schmidt has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt and Binger each boast over 20 years of institutional investment experience. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate, and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.
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