At a Glance



Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC and headquartered in New York City.

As investment counselors, we provide continuous advice to each of our clients to meet both short-term and long-term goals, recognizing that every client has different circumstances and expectations.

In addition to working with high-net-worth individuals, families, and trusts, Inverness Counsel has served pension funds, endowments, and foundations for the past 50 years.

Our Investment Committee combines diverse backgrounds and skill sets, and some members have worked together and with the same clients for more than 20 years.

As of June 30, 2018, our investment team actively managed over $3.1 billion in client assets.

Assets Under Management

As of June 30, 2018
34
Total Employees
14
Investment Professionals
40
Years in Pension Plans
4
Dedicated Security Analysts