As your financial advisor, we will assist you in detailing, implementing, and keeping your "financial house" in order. As a result, your time and attention can be focused on effective management of your business life and pursuing personal interests. Investec provides a wide array of financial planning services to affluent families including:
- Investment management strategies
- Retirement transitioning goals
- Long-term cash flow needs>BR> - Wealth transfer and estate planning
- Charitable giving opportunities
- Investment related integrated income tax strategies
- Personal Risk Management Services (i.e. Life, Disability and LTHC)
And other special needs, including:
- College funding strategies
- Divorce planning
- Business issues
- Executive stock option strategies
Investec's investment consulting services allow you to benefit from diversification and the balancing of risk and return, using long-term strategic planning concepts. You will value the independent objectivity we, as consultants, bring to your investment process.
As consultants our role is to find the most appropriate money managers (which may include mutual fund managers) to manage your portfolio of diversified investments.
Following the basic tenets of Modern Portfolio Theory, Investec strives to design portfolios to meet your personal needs for income, growth, liquidity, and tax sensitivity.
A key component of our services is to assist you in developing, implementing, and monitoring a written, personalized Investment Policy Statement, a blueprint followed for making investment decisions that reflect your personal investment style.
John and his son and partner Daniel Goott were profiled in the business section of the Houston Chronicle.
In addition John was named to Texas Monthly’s list of 5-Star Wealth Managers in Customer Satisfaction in September 2009 through 2012. He was selected to Houston's top wealth managers in 2012 for the second year in a row in the Houston Business Journal, which has partnered with the National Association of Board Certified Advisory Practices (NABCAP) in its Houston rankings. Further John has been profiled as 1of the 100 of America's 2012 top Financial Advisors, out of 2000 nominees nationwide in a book titled 'Financial Strategies From The Titans Of Wealth Management' by Benjamin Rush.
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