Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Inverness Counsel, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Inverness Counsel, LLC

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 and Connecticut.

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 June 30, 2012, our team of professionals actively managed $2 billion in client assets, making Inverness one of the largest independent registered investment advisors (RIAs) in the United States.

History:

Inverness Counsel was founded nearly 50 years ago by Robert B. Deans, Jr. Educated at Yale and trained at some of the preeminent financial institutions of the day, he understood that managing wealth is not only a serious professional undertaking, but one that is necessarily built on trusted relationships.

At Inverness, we have built a firmwide culture that places the client at the center of everything we do. We empower our clients to focus on their core objectives. The bonds of teamwork, both within the firm and with our clients, are built on years of experience. The average tenure of our employees is over a decade, and the members of our Investment Committee have more than 20 years of experience on average. While we continue to grow, it is a testament to our core strengths that we are working today with the fourth generation of many of our original clients.

Over time, we have grown with our clients, evolving and expanding our services and skill sets to meet our clients' changing needs. In 2010, Inverness was converted from a C Corp into a Limited Liability Company. Following the conversion, a significant portion of ownership transitioned to the next generation of management. This change positions the firm to continue to meet the needs of our clients for years to come.

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 $2 billion in assets.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.