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 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
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021
According to one estimate, seniors collectively lose up to $30 billion a year to elder financial abuse. Growing older is a part of life, and while it's difficult to see your parents age, ensure that they have the protection they need by identifying and preventing these signs of elder abuse.
John & Sue's Big RV Adventure!
We had talked before about taking an RV around the States, as we had done in Europe in the 70’s, but the draw of far-flung countries always pulled us away. Then came COVID-19 and we were destined to remain in Houston through a long, lonely, hot summer... Our wonderful kids suggested we take three months and do that road trip we had talked about over the years!
5 Reasons to Make a "Special Contribution" to the ExxonMobil Savings Plan (EMSP)
If you are an ExxonMobil employee participating in the ExxonMobil Savings Plan, you have until December 15th to take advantage this year of a little-known provision in the Plan called making a "Special Contribution." Here's everything you need to know.
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