Overview

Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC.  Our headquarters is located in New York City and we have other offices in Utah.

 

As investment counselors, we provide continuous advice to each client to meet both short-term and long-term goals.  We recognize that each client is different and has a unique set of expectations.  For some clients, success may be measured by investment returns.  For others, success may mean preserving assets for future generations.  In addition to working with high net worth individuals, families, and trusts, Inverness has a long history of working with pension funds, endowments, and foundations.

 

As of December 31, 2015, our team of professionals actively managed over $2.6 billion in client assets, making Inverness one of the largest independent registered investment advisors (RIAs) in the United States.

Key Facts

  • Founded in 1967.
  • Investment counsel firm registered with the SEC as a Registered Investment Advisor (RIA).
  • Privately owned.
  • Members of our Investment Committee have an average of 20 years professional experience.
  • More than 35 years actively managing all or a portion of the same public pension plans.
  • Financial Planning ranked Inverness as one of the top 50 RIAs by assets in the U.S. in January 2012.
  • Actively manage over $2.6 billion in assets.

What do you want to accomplish with your wealth?

We welcome the opportunity to work with you in pursuit of your aspirations.

Please contact Philip Lawrence at
(212) 207-2122 or info@invernesscounsel.com.