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Richard B. Renner
Principal

Rick has twenty two years of wealth management & investment experience advising affluent individuals, families and businesses. He established Inverness Investment Group, LLC as an independent investment advisory firm in 2002.

  • Industry career began with Alex. Brown & Sons in 1986.
  • Bucknell University, Bachelor of Science-Business Administration, 1978.
  • Member-Board of Trustees, Beaumont School.
  • Rick lives in Shaker Heights with his wife, Chris, and their three active children.
  • He enjoys playing golf and tennis.
  • Active in local charities and organizations.
Email: renner@investinverness.com

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