Investec is an independent boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million+ since 1984. One of our specialties is working with ExxonMobil professionals, assisting in their preparation for and transition to retirement. 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
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021 — Here's What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
The Stock Market & the Economy Are Not the Same: A Guide to Understanding the Difference
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
4 Savings Plan Options for ExxonMobil Employees
ExxonMobil has suspended its generous 7% match for employee contributions to the ExxonMobil Savings Plan (EMSP) effective October 1. What's an employee to do? Here are four options for you to consider.
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