Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. 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 Blogs
Understanding Inflation in 2021: What Investors Need to Know
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments. Read more...
Now That It’s Up, Should You Sell Your ExxonMobil Stock?
Whether to sell appreciated shares of XOM in the ExxonMobil Savings Plan is a tough question. Here are four questions we think XOM shareholders should consider as they think through next moves in their portfolio. Read more...
Acquaint Your Grown Children With Your Financial Affairs
Reluctant to share your financial information with your grown children? Here are some reasons why it might make sense to do so. Read more...
Recognized as a Top Houston Wealth Manager
