Investec is an independent 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 Investec Team
A diverse group of professionals with a proprietary interest in our clients' success. We work together to provide solutions that meet client needs, guiding each client through the implementation of their uniquely developed financial plan and offering recommendations throughout the process.
Read Our Latest Investec Blogs
5 New Hobbies You Can Try While Staying Home
You've likely had one or two things you’ve always wanted to learn, but never did because you just couldn’t find the time. If you're tired of watching Netflix and just don't know what to do with all this free time, consider picking up any of these 5 hobbies.
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Five Reasons to Have a Financial Plan
Do you think a financial plan is just about investments? Our blog challenges that thinking, asserting that financial planning is built upon a foundation of what you care about most in life. Read our five reasons to have a financial plan.
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Three Things to Consider Before You Retire
Thinking of retiring? It’s certainly a matter of “can you afford it?” But we think a well-informed decision takes into account other factors as well, factors that may not be as black and white as your lump sum pension or your 401(k) balance. Read our thoughts on making a tough decision.
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Recognized as a Top Houston Wealth Manager
