Inverness Counsel, a registered investment counsel firm founded in 1967, is located in New York City and has recently become a partner firm of CI Private Wealth. As a part of CI Financial, a permanent strategic partner, Inverness Counsel is dedicated to investing in their business while preserving their unique essence. With their collective expertise and experience, they have the ability to simplify and solve even the most complex financial situations.

As fiduciaries, Inverness Counsel is legally obligated to act in your best interests. They provide holistic advice and aim to be the first people you turn to for any financial questions or challenges. Inverness Counsel serves as the coordinator for your team of tax, legal, and other advisors, bringing all aspects of your wealth together seamlessly.

With a dedicated team of 27 employees, including 15 investment professionals and 4 security analysts, Inverness Counsel offers individual wealth management and institutional asset management services. To learn more about what sets them apart, visit their website or reach out to them via phone or email. Inverness Counsel is ready to assist you in achieving your financial goals