Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC and headquartered in New York City.

As investment counselors, we provide continuous advice to each of our clients to meet both short-term and long-term goals, recognizing that every client has different circumstances and expectations.

In addition to working with high-net-worth individuals, families, and trusts, Inverness Counsel has served pension funds, endowments, and foundations for the past 50 years.

Our Investment Committee combines diverse backgrounds and skill sets, and some members have worked together and with the same clients for more than 20 years.

As of December 31, 2021, our investment team actively manages $4.5 billion in client assets.

Assets Under Management

As of December 31, 2021
Total Employees
Investment Professionals
Years in Pension Plans
Dedicated Security Analysts