HBJ Names Investec #17 on 2019 List of Top Wealth Management Firms
Investec Wealth Strategies is pleased to share the news that we have been named #17 on the Houston Business Journal’s 2019 list of Top Wealth Management Firms. The award is based on assets under management for Houston-area clients as of year-end 2018. This is the 4th year in a row for Investec to be named on this list.
“We are honored by this recognition from the Houston Business Journal,” says Daniel Goott, Principal. “We appreciate that it’s a result of the trust and loyalty of our clients and the dedication of our team.”
Investec Wealth Strategies was established in 1984 by John Goott, Founding Principal. In 2019, with six advisors and combined experience of over 150 years in the business, Investec manages over $600 million in client assets. In addition to investment management, Investec works with affluent individuals and their families in a number of planning areas, including retirement, estate and wealth transfer, insurance, education funding, and income tax strategies, as well as offering 401(k) fiduciary services to plan sponsors.