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Who We Help

After more than 35 years of providing wealth management services, we find those who benefit the most from a relationship with Investec generally share some common characteristics. These include a willingness to accept help, a desire for simplification, and a disposition toward establishing an open and long-term relationship with a trusted advisor.

The majority of our clients fall into one of the following categories:

People in or Approaching Retirement

Many are concerned about whether they can afford to retire or can sustain their standard of living with the resources they've accumulated. Others want help in ensuring that they make no big mistakes as they shift from building up their wealth to depending upon it.

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Energy Industry Professionals

Corporate benefit plans lay a good foundation for a great retirement. Employees of leading energy companies like ExxonMobil, Mobil, and Anadarko/Occidental benefit from advisors who understand their plans and can help prepare for what follows a lengthy career.

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Those Facing Financial Transition

Life happens, often unexpectedly: divorce, death of a spouse, a sudden inheritance, sale of a business, loss of a job and a severance package. If you're not used to managing your finances and suddenly face a significant financial responsibility, finding a trusted advisor who can help you navigate through unchartered territory becomes important.

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