Posey Capital Management Inc.
2415 Sunset Boulevard
Houston, TX 77005
We look forward to speaking with you!
Please note that we also work with investors whose portfolios begin at $2 million.
Who We Are
Posey Capital, a fee-only Registered Investment Advisor firm, offers a fresh approach to investment management and financial planning.
We don't try to be all things to all people; we serve Houston-area families who are seeking investment management and comprehensive financial planning advice. Predominately, our investors have over $3 million in investible assets, but we also work with investors whose portfolios begin at $2 million. Our focus on high-net-worth individuals enables us to emphasize serving our clients' interests with exceptionally high-touch care.
At the same time, we are keenly focused on cost-effective solutions. Posey Capital is a fee-only advisor, which means we reject all outside commissions. Instead, we charge a fair, transparent fee for fair, objective advice. Beyond managing your investment portfolio, our comprehensive financial planning includes advice on retirement cash flow planning, education funding, estate and business succession planning, gifting programs, and insurance and legal asset protection strategies. Our clients...
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Have a minimum of $2 million or more in investment accounts.
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Prefer to avoid the distractions, worry and drain of valuable time of “do-it-yourself” portfolio management.
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Value the expertise, focus and investment discipline that a professional financial advisor can offer.
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Value comprehensive financial planning that addresses every aspect of their financial lives in a coordinated way.
We are always available for a second opinion on your investments or financial planning. Contact us for a complimentary, get-acquainted meeting.
About Us
Tom Posey, President, is a Certified Financial Planner®, attorney, accountant and Accredited Asset Management Specialist. He is a former faculty member of the Rice University's School of Continuing Studies, where he taught in the CFP® Certification Education Program. He also has lectured on wills and trusts at the University of Houston Law Center. Tom received bachelor’s degrees in business administration and psychology from Trinity University in 1979. He earned his law degree in 1991 from The University of Texas School of Law in Austin.
Jeff Eschman, Director of Planning, is a Certified Financial Planner® and a registered professional engineer. Jeff founded his own fee-only financial advisory firm before joining Posey Capital Management. Prior to entering the financial planning profession, he enjoyed a 15-year engineering career as a project manager for Marathon Oil Company. Jeff graduated from the University of Texas at Austin in 1990 with a bachelor's degree in mechanical engineering.
Danielle LaMarche is a Registered Paraplanner®, completing her business degree from the University of Houston with a concentration in finance. Her previous experience includes administrative support roles at companies located in Austin and Houston.
Šárka Posey is a Registered Paraplanner® and co-founder of the company with Tom. She served as the firm's operations manager for several years, retiring in 2007 to become a full-time mom for their son. Born in the Czech Republic, Šárka graduated in 1989 from the Umelecko Prumyslova Skola in Prague. In 2001, she earned her bachelor’s degree, summa cum laude, in Management of Information Systems from the University of Houston.
Please be aware that Posey Capital Management Inc. has a portfolio minimum of $3,000,000 to accept inquiries through this directory.
