Third-Party Strategies

For nearly three decades, Inverness has provided clients with access to a select group of third-party managers.  These managers provide distinct investment strategies that require specialized expertise and are used in client portfolios to complement and enhance our internal active investment offerings. 

 

We hold these outside managers to the highest of standards.  As part of our due diligence process, our investment team is in contact with each manager regularly.  We analyze and monitor their performance.  We also review their investment process, their portfolio construction, and important operational aspects of their business.  In general, these managers share our belief in fundamental research and active investment.  

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 info@invernesscounsel.com.