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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Important items to consider when purchasing condo insurance.
Earnings season can move markets. What is it and why is it important?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There are ways to improve your physical fitness without denting your fiscal fitness.
Good employee health can be great for the company’s bottom line.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A quick history of the Federal Reserve and overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are Real Estate Investment Trusts right for your portfolio?