Founded in 1967, Inverness Counsel is an employee-owned investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The firm focuses on providing highly customized investment supervision and portfolio management services to a select group of high-net-worth clients. Their stated mission is to preserve and grow their clients' capital over the long term through a disciplined investment approach, emphasizing independent research, direct ownership of high-quality securities, and a deep understanding of each client's unique financial objectives and risk tolerance.

Founded in

United States