John Bartels Email & Phone Number

As a financial advisor and investment strategist with over 20 years of experience, I work with a team of dedicated financial and legal specialists to provide high net worth families with custom executive and lifetime planning services. We work with clients face to face to design an investment and wealth management plan that takes into consideration the unique goals and acceptable risks of each family. Our strategies are nothing like the "one size fits all" services offered by traditional advisors. We aim to manage the portfolios and assets of our clients the way a CFO would manage those of a corporation. Many of the high net worth business executives that we serve appreciate the familiarity of our family CFO concept. All clients receive highly customized consultations in the areas of investing, retirement planning, tax compliance, risk management, and legacy planning. The typical net worth of one of our clients ranges from $2.5 to $50 million with $2 million or more in investable assets. My team and I are experienced at managing both traditional and non-traditional assets, including oil and gas, real estate and private equity. Securities Offered through Inverness Securities, LLC,member FINRA/SIPC. Investment Advisory services through Inverness Investment Group. A Registered Investment Advisor

Listed skills include Investment Advisory, Alternative Investments, Managed Futures, Risk Management, and 11 others.

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  John Carroll University