We recognize that every client is unique. Working closely with our clients, we help them articulate what they want to accomplish, formulate a plan, and execute it. To achieve our client’s goals, we leverage our collective knowledge and our experience managing wealth across multiple generations.>> Learn More
Pension Funds and Other Tax-Exempt Investors
The management of institutional pension funds is highly competitive, must be closely monitored, and demands the highest level of professional management and performance. For more than 35 years, Inverness has successfully managed all or a portion of the U.S. equity and fixed income assets of the same pension funds from Florida. Few firms can boast this kind of longevity in their relationships.>> Learn More
For almost half a century, Inverness Counsel has been working closely with clients to answer exactly these kinds of questions.