At Inverness, our investment plans are highly customized.  Client assets are actively managed in separate accounts with investment objectives that focus on each client's unique set of goals and objectives, both long-term and short-term.  We take into account liquidity needs, the impact of legacy positions, and other client-specific limitations or issues.  We use these goals and considerations to build a unique investment plan for each client.  The results are measured on a regular basis, and the plan is adjusted as necessary.


On average, members of our Investment Committee have more than 20 years of experience actively managing equity and fixed income investments.  To support and complement our internal investment strategy, we have for three decades provided access to a group of third-party managers who focus on investment strategies and geographic regions that are different from our own.


As of March 31, 2018, Inverness managed over $3.1 billion in client assets.  In addition to our work with high net worth individuals, families, and trusts, our institutional team has managed portfolios for the same public pension plans for more than 35 years.  

How Do We Manage Your Investments?

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What do you want to accomplish with your investments?

We welcome the opportunity to work with you.

Please contact Philip Lawrence at
(212) 207-2122 or