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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!

Helpful Content

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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

Can Group, Private Disability Policies Work Together?

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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