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Get to know Inverness Counsel

Founded in 1967, Inverness Counsel is an employee-owned investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The firm focuses on providing highly customized investment supervision and portfolio management services to a select group of high-net-worth clients. Their stated mission is to preserve and grow their clients' capital over the long term through a disciplined investment approach, emphasizing independent research, direct ownership of high-quality securities, and a deep understanding of each client's unique financial objectives and risk tolerance.

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Financial Wealth ManagementPRIMARY
Financial Financial Advisement

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Inverness Counsel

United States

Founded in

1967 (59 Years)

Founded

Last online: No recent activity

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.