The Investec logo features a chess piece known as the knight. It's a chess piece that can move in all directions. Experienced players recognize the knight's versatility is critical in implementing forward-looking strategies essential to winning.
Chess players have a simple goal—winning the match. Goals of the affluent are more multi-faceted. They often include assuring a secure retirement, charitable giving, travel and recreation, transferring wealth to the next generation, and helping educate grandchildren.
Our approach to wealth management clarifies priorities and quantifies objectives. We work with you and your other advisors (e.g., estate attorneys and accountants) to develop a holistic, integrated financial plan that provides realistic, achievable solutions. Our wealth management strategies are designed to give you peace and confidence. We accompany you on your journey, enabling you to focus on the benefits of your wealth, not on the management of it.
Investec is a boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million or more for over 30 years. We invite you to consider our forward-looking approach to wealth management.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Gaining a better understanding of municipal bonds makes more sense than ever.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A change in your mindset during retirement may drive changes to your portfolio.
Five strategies for managing your student debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.