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Our Approach

to Wealth Management

Begins With You

 

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.


In the 2018 U.S. Trust Insights On Wealth and Worth study, a survey of nearly 900 investors with $3 million or more in investable assets, there were five topics that these high net worth individuals wanted to discuss more with their advisors:

Estate planning

Trust options and implications

Strategic philanthropy

Facilitating discussions about the use of family wealth

Teaching children/heirs financial skills

These are among the topics we discuss with our clients. Other topics of interest to our clients include retirement cash flow projections, tax-efficient investment strategies, and maximizing the value of corporate benefits. If these are topics of interest to you, we would be happy to have a no-obligation conversation with you. Let’s talk!

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