Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals. The company recognizes 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.
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Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals. The company recognizes 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.
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