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COVID-19: To maintain the safety of our staff and clients, Investec has taken steps to ensure we are fully operational remotely. Enhanced cybersecurity procedures have been adapted to ensure the safety of your information, and our staff is following social distancing guidelines. We continue to provide the personalized service you have come to expect – now via video call instead of in person. We look forward to sharing a cup of coffee with you in person as soon as it’s safe to do so. We are maintaining our regular business hours of 8:30am–5:30pm Monday–Friday, and can be reached at (713) 622-9111. Click here to read our COVID-related blogs.

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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 Wealth Strategies Team

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

Investec Blog: 4 Savings Plan Options for ExxonMobil Employees

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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Investec Blog: 4 Strategies to Deal with XOM Stock in the EMSP

4 Strategies to Deal with XOM Stock in the EMSP

ExxonMobil stock is at levels last seen in the early 2000s. If you're a retirement-eligible employee and you don't want to sell shares of XOM at these low prices, what are you to do? If you plan to leave ExxonMobil and you've got XOM stock in your EMSP, what's the right strategy?

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Investec Blog: The 9/11 Tribute in Light Was Dark in 2020

The 9/11 Tribute in Light Was Dark in 2020

As the world continues to grapple with COVID-19, we must never forget. In the words of Sandy Dahl, wife of Flight 93 pilot Jason Dahl, “If we learn nothing else from this tragedy, we learn that life is short and there is no time for hate.”

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Recognized as a Top Houston Wealth Manager

Investec is Recognized as a Top Houston Wealth Manager