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, 2016, our team of professionals actively managed over $2.7 billion in client assets, making Inverness one of the largest independent registered investment advisors (RIAs) in the United States.
We welcome the opportunity to work with you in pursuit of your aspirations.
Please contact Philip Lawrence at
(212) 207-2122 or firstname.lastname@example.org.