Discovery Process

The Inverness Approach

Inverness Investment Group is committed to providing excellence in all aspects of our client relationships, from service to investment performance.

At Inverness, we believe every relationship is different. We take a holistic approach to investing. This approach starts with a thorough review of all aspects of the client's financial picture, goals and risk profile. With this understanding, we work with the client to implement an asset allocation strategy tailored to that client’s unique needs. Then we customize and manage portfolios that fit that strategy. Finally, we complete the circle of wealth building and protection by consulting with the client on tax and estate planning issues. Inverness professionals and staff work as a team, dedicated to providing the highest quality investment management.

Independence-The Inverness Difference

Inverness is an SEC-registered Registered Investment Advisor (RIA). This status means that Inverness acts independently in the best interests of our clients, objectively choosing investments that meet the client’s individual goals.    

Inverness Services

FOR INDIVIDUALS

We develop and implement custom stock, bond and balanced portfolios. By drawing upon our experience and independent research, we tailor the portfolios to match our clients’ needs and different risk profiles.Our portfolios consist primarily of individual stocks and bonds, but we also evaluate and use mutual funds and exchange traded funds (ETFs) when appropriate for a client.

Custom Reporting

We provide detailed performance reports on all assets we manage. We recognize that clients often hold assets outside of Inverness and many times do not have a good single source with which to review all of their holdings. As part of our service, we provide detailed net worth reporting for our clients, incorporating both assets managed at Inverness as well as those held outside of our firm.

Financial, Estate Planning and Tax Consulting

To gain a better understanding of its clients’ needs and to enhance the value of its fee-based relationships, Inverness will consult with clients and their existing advisors on financial, tax and estate planning matters, including charitable gift planning, retirement distribution planning, asset protection plans.   

 

FOR EMPLOYERS

Qualified Retirement Plans are important to many of our clients. We work with employers to structure the best plan. Our “platforms” offer competitive investment choices and we manage the ongoing employee communication process. We work closely with third party administrators who handle the tax and compliance services. When comparing different plans, we monitor all the costs that will be charged to our clients and the investment performance.

Our mission: Inverness is in business to have highly successful long-term client relationships with affluent families and outstanding businesses by developing customized investment strategies and delivering competitive portfolio performance. We build client wealth through our investment advice and maintain wealth with tax, estate and asset protection planning.

Regular communication with our clients helps ensures that their accounts are managed in accordance with their stated investment guidelines and style preferences. Since our client relationships are of primary importance, we are extremely responsive to our clients' concerns.

Given that Inverness Investment Group pursues a long-term investment strategy, we seek clients who are interested in entering into an ongoing relationship with us, and work closely with them to achieve growth through a disciplined investment approach.