High-net-worth individuals and families are busy - with their lives, their work, and their social or personal interests that are meaningful to them. Posey Capital Management is a fee-only advisor dedicated to helping clients gain better, more efficient control over their financial affairs; with a sensible wealth strategy in place, they can relax and fully enjoy their other pursuits.

We provide investment expertise, monitoring and education. We coordinate tax and legal matters. We review insurance and risk management strategies to avoid unexpected liabilities. We plan and coordinate wills, estate planning, succession planning, charitable giving and tax-efficient family gifting. We pull all the information together for our client, make an objective recommendation, and enable our client to make informed, confident decisions.

Best of all, our advice is objective and unbiased because we are not insurance agents or stock brokers. We sell no financial products. We are not paid by insurance companies or mutual funds. Our client is our only source of fees, so we can focus only on our client’s best interests.

Posey Capital Management Inc. 2415 Sunset Boulevard Houston, Texas 77005 tel. 713-490-7000 fax 281-754-4415 info@poseycapital.com

Certified Financial Planner ™