Wealth & Finance International - February 2017

101 February 2017 Strategies for Life nvestec is a boutique wealth management firm based in Houston, TX that has been serving affluent individuals and families for more than 30 years. Investec helps clients align their financial life so they are free to focus on the things that matter most: spending time with family, enjoying a comfortable lifestyle, nurturing future generations, making a difference through charitable work, or experiencing those travel adventures they’ve been planning for years. The knight, featured in the Investec logo, is a chess piece that moves in all directions. Experienced chess players know the knight’s versatility is critical in implementing those forward-looking strategies essential to winning. Investec’s wealth management strategies are designed to provide clients with the flexibility and confidence to meet their financial goals. The firm aims to accompany clients on their journey, enabling them to spend their time and energy on the benefits of their wealth, not on the management of it. Mission Investec provides its clients with strategies for life. It builds lasting relationships with clients and their families, coordinating their life goals with financial solutions. Investec advisors combine their expertise and overriding concern for clients’ interests to deliver an unparalleled client experience. Process Many advisors and their clients approach wealth management as a numerical exercise. They focus on investment performance and fees, while steering clear of emotion and subjective matters. Investec per- ceives wealth management differently. The firm begins by engaging clients in discussions that help it to uncover client goals and aspirations. Investec also expects the client to evaluate the firm to decide if they’re comfortable with its approach. Only then, if the right chemistry is there and both parties decide to work together, will the process continue. The Investec team develop a holistic financial plan for clients covering investments, cash flow planning, insurance planning, education fund- ing, and estate planning—to help customers achieve their objectives. Investec aims to help its clients to avoid making mistakes, suggesting opportunities that might be helpful, and accompanying them on the path toward achieving their goals. The Investec Difference “The cornerstone of many a successful relationship, both personal and professional, is trust. Both parties want to be treated with respect, hon- esty, and consideration. It’s no different for a financial advisory relation- ship. You want your advisor to be as prudent in investing your money as he is with his own. We believe our independence as a privately-held fee- based registered investment advisor is an important element in forging successful relationships with clients in at least two important ways.” “First, we are not beholden to the corporate objectives of any brokerage house or mutual fund company. We are free to choose the funds in which we invest based on our research and judgment as to which will perform best for our clients and ourselves. Our fee-based pricing struc- ture ensures that neither we nor our advice are influenced by anything other than your best interests. Clients can be assured that there are no monetary incentives from fund companies or brokerage firms affecting our choice of investments.” “Second, registered investment advisors are legally required to uphold a fiduciary relationship with their clients. What does that mean? It means that we are obligated to make decisions and recommendations on the basis of what’s best for the client. Brokers are required to meet a stan- dard of “suitability,” a criterion that allows financial incentives that flow back to them to impact their recommendations, such as promoting funds managed by the firm they work for. Registered investment advisors, on the other hand, are required to keep client interests foremost in mind.” “Our being independent fiduciaries doesn’t guarantee that the right chemistry will exist between us, but it should underscore that our com- mitment is to see you financially successful. And we think that should matter to you.” - John Goottt, Daniel Goott and Doug Garrison Company: Investec Email: [email protected] Web Address: www.investecwealth.com Address: 4900 Woodway, Suite 550, Houston, TX 77056 Telephone: +1 713 622 9111 Following being awarded Best Multidisciplinary Wealth Management Firm – Texas, we take a more in-depth look at The Investec Difference. I FI160037