Fixed Income

Inverness approaches fixed income management with a disciplined investment approach.  The long-term preservation of capital is a fundamental goal in our process.  Our Investment Committee has established policies regarding credit quality and duration that are designed to complement our views on general market conditions. Depending on client objectives, tax considerations, and liquidity constraints, we will invest in government, corporate, agency, and municipal bonds. 

Click Here to Download Form ADV Part 2A/2B

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