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Discovery Process

Our Discovery Process is a valuable, risk-free and commitment-free way to get to know us and to determine whether we can add value to your situation. This process can reveal serious problems such as:

  • Inappropriate asset allocation- assets not aligned with a clearly defined investment strategy
  • Lack of a clearly defined investment strategy including specific goals and objectives, risk and return
  • Advice being driven by product sales
  • Portfolio withdrawals in excess of that which is sustainable
  • Asset and market sector concentrations
  • Poorly diversified portfolios
  • Numerous accounts, with lack of coordination and oversight
  • Failure to consider tax aspects of investments
  • Excessive costs

Inverness Investment Group welcomes the opportunity to demonstrate how we can add value to your unique situation and assist you in achieving your investment objectives.

Privacy Policy © Inverness Investment Group 2007 Design: Five Elements

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PRIVACY POLICY

At Inverness Investment Group, LLC and Inverness Securities, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.

The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.

CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information

CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.

CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP  & INVERNESS SECURITIES COLLECTS
We collect nonpublic personal information from the following sources:

If you have more than one account with Inverness, you may receive multiple notices.

One Chagrin Highlands
2000 Auburn Drive  Suite 440  Beachwood, Ohio 44122
Tel: (866) 635-0388  Tel: (216) 839-5130  Fax: (216) 839-5131
Email: renner@investinverness.com

Inverness Securities, LLC Member NASD and SIPC
Inverness Investment Group, LLC is affiliated with Inverness Securities, LLC