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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.

OUR APPROACH

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BEGINS WITH YOU

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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. 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 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 Investing Mistakes in the EMSP

4 Investing Mistakes in the EMSP

Learn from the mistakes of others? Our blogger reflects on investing mistakes he’s seen participants in the EMSP make over the past forty years.

4 Steps to Take When You Inherit an IRA

4 Steps to Take When You Inherit an IRA

Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.

Investec Blog: XOM & XTO Employees: Think About Your ExxonMobil Savings Plan (EMSP)

XOM & XTO Employees: Think About Your ExxonMobil Savings Plan (EMSP)

Is your EMSP account on auto-pilot? Take time to think through what’s best for you in the new year. We offer some ideas to help make your decision.



Recognized as a Top Houston Wealth Manager

Investec is Recognized as a Top Houston Wealth Manager