The Team

The Investment Counselor Advantage


Our leadership team is comprised of experienced professionals who share a commitment to helping clients become good stewards of their wealth—today and into the future. We’re in the business of enriching lives by expanding vision. And our work never ends.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Inverness is engaged, or continues to be engaged, to provide investment advisory services.

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FORM ADV PART 2A/2B

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