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.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The true cost of raising a child may be far more than you expect.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
Women must be ready to spend, on average, more years in retirement than men.
Why are 401(k) plans, annuities, and IRAs so popular?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.