

Howard S. Essner
Family Office Lawyer
Prior to joining Inverness in 2005, Howard worked as Vice President and General Counsel, PASCO, Inc. from 1991 to 2005. He had senior management oversight for all legal, financial, accounting, human resources and administrative aspects for the company. Howard was also extensively involved with the owner’s family estate, investment and insurance planning.
Privacy Policy
© Inverness Investment Group 2007
Design: Five Elements
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