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Inverness Investment Group is dedicated to helping our clients meet their financial and wealth planning goals by providing:

  • Asset allocation design
  • Customized, individual portfolio management
  • Financial, retirement, cash flow, and wealth planning, including retirement benefit and social security benefit analysis
  • Tax minimization and deferral strategies
  • Expertise in implementing and successfully managing qualified retirement plans
  • Stock option planning and single stock exposure risk management
  • Comprehensive, customized reporting and advice on all your assets, wherever held
  • An absolute commitment to work only in our clients’ best interests
  • A disciplined investment process with a history of successful performance

You will receive service that is prompt, attentive, consultative and financially intimate to your unique personal circumstances. Sophisticated individuals and companies who demand personal, one-on-one service and a secure, reliable, long-term relationship choose Inverness. Our clients are typically affluent, hardworking entrepreneurs, corporate officers and successful professionals. Working alone or collaboratively with your team of tax, legal and risk management advisors, our experienced staff can develop a well thought out plan for the future; your future.

Other Special Services Include:

  • Corporate Trust Services
  • Evaluation of home purchase and financing (and refinancing) options.
  • Through a trusted third party, complete life, health and property and casualty insurance reviews at no cost or obligation
  • Fixed and variable annuity analysis
  • Alternative investment analysis
  • Preferred and convertible preferred stock portfolio management

 

Privacy Policy © Inverness Investment Group 2007

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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