Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC.
As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual 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 in the United States.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 845 Third Avenue, New York,ny 10022,united States
- Phone
- 212-207-2122
- in****@****sel.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- invernesscounsel.com
- Keywords
- High-Net-Worth and Institutional Relationships, Financial Planning, Investment Management, Multi-Generational Education & Planning.
- HQ
- New York, NY
Inverness Counsel Llc Questions
Inverness Counsel Llc's helpline number is 212-207-2122
Inverness Counsel Llc's website is invernesscounsel.com
Inverness Counsel Llc's LinkedIn profile is https://www.linkedin.com/company/inverness-counsel-llc
Inverness Counsel Llc has
20 employees.
View email and phone details for 20
employees at Inverness Counsel Llc.
Inverness Counsel Llc's industry is
Investment Management
Inverness Counsel Llc's top competitors are
Friess Associates,
Cohen & Steers,
Fidelity Investments,
Bloomberg,
Gravity,
Ingalls & Snyder,
Olson & Partners Law,
Harsh Collective,
Corient,
Ars Nova.
Inverness Counsel Llc's support email address is info@invernesscounsel.com
Inverness Counsel Llc's categories are Investment Management
Inverness Counsel Llc's founding year is 1967
