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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Earnings season can move markets. What is it and why is it important?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Knowing your options when a CD matures can help you make a sound investment decision.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
At what point can you call a personal vehicle commercial?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Making the most of surprises is a great reason to work with us.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.