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 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
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
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.
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
