Investec is a boutique wealth management firm based in Houston, TX that has been serving affluent individuals and families for more than 30 years. We help you align your financial life so you can focus on the things that matter most to you: spending time with family, enjoying a comfortable lifestyle, nurturing future generations, making a difference through charitable work, or experiencing those travel adventures you've been planning for years.
The knight, featured in our logo, is a chess piece that moves in all directions. Experienced chess players know the knight's versatility is critical in implementing those forward-looking strategies essential to winning. Investec's wealth management strategies are designed to give you the flexibility and confidence to meet your financial goals. We accompany you on the journey, enabling you to spend your time and energy on the benefits of your wealth, not on the management of it.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Ascertaining the value of your business is important for a variety of reasons.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It's important to understand the pros and cons when considering a prepaid debit card.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are six flags that may make your tax return prime for an IRS audit.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?