More than just investing  
"Life is a journey. Having somebody who does the financial aspect can really help give you a sense of peace on that journey." See a video

Education  
"If you just go on faith, if you don't fully understand what your financial advisor is doing for you, if you don't fully understand what your investments are, you're never going to have a sense of peace." See a video

Fee-Only  
"Surveys show that 99 percent of people who are in this industry are compensated based on commissions.... We only get paid directly by you, and that means we're only beholden to you." See a video

Complimentary Second Opinion Service  
With the volatility of the capital markets over the past few years, many people wonder whether they have the right investments and investment strategy. Our free second opinion service offers you an objective view from an experienced investment manager who is not trying to sell you any investment product.

If your current investments and strategy are the best you can do in the current market, we'll tell you so. If we think our portfolio management services would improve your portfolio and match it more closely to your needs, we'll explain how.

We limit our practice to successful Houston families where our services will have a substantial impact. If our services are not the right match for you, we promise to point you in the right direction.

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

Certified Financial Planner ™