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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing your options when a CD matures can help you make a sound investment decision.
Do you know where the idea of “retirement” comes from?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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 will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?