At Investec, we provide our clients strategies for life. We build lasting relationships
with our clients and their families coordinating their life goals with financial solutions.
Our advisors combine their expertise and overriding concern for
our clients' interests to deliver an unparalleled client experience.
Our success is measured by your success.
We welcome the opportunity to have our family help your family.
The Investec Group of companies, established in Texas in 1984, provides investment management and financial planning services to affluent individuals and their families. In addition, we provide investment fiduciary monitoring services to the trustees of corporate retirement plans. Our $1 million minimum account size ensures that we only consult with a select number of clients, allowing us to deliver high caliber service.
Investec Advisory Group, L.P. is a Registered Investment Advisor (RIA). The Firm is independently owned and not affiliated with any outside money manager, custodian or wirehouse firm. We are committed to strong civic leadership and are well-established in the Houston business and philanthropic communities. We understand what's important to our community and our clients.
We utilize the latest strategies and techniques available to tax-sensitive investors and provide comprehensive solutions to their wealth management needs. As a client, your experience will be that our focus is on you.
We deliver that experience, in part, through a set of tools that enable us to deliver wealth management that is truly personalized. Using state of the art technology we are able to build sophisticated financial models for planning and projecting into the future to reflect the complexities of the global environment and, in particular, the financial markets. Our systems also enable us to consistently monitor your account information, provide current account values as well as accurate, well-defined performance measurement. Part of taking care of you is using the most effective tools available to do so.