Founded in 2004, Inverness Advisors is an independent, SEC-registered investment advisor based in San Francisco. The firm is employee-owned, which aligns its interests with those of its clients. It provides comprehensive wealth management services to a select group of high-net-worth individuals, families, trusts, and tax-exempt organizations. Their core mission is to offer objective, client-centered financial counsel, focusing on long-term capital appreciation and preservation through tailored investment strategies.

Founded in

United States