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 35 years. We invite you to consider our forward-looking approach to wealth management.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Second marriages are a trigger event to revisit any existing estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are 4 great, and sometimes unexpected, places to raise a family.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
An increasing number have been developed to help individuals with their personal finances.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.