Natalie McDonald's Colleagues at Inverness Counsel, Inc.
Philip Lawrence
chief executive officer and president of inverness counsel, llc
Natalie McDonald's Contact Details
212-207-2122
New York, New York, United States
Inverness Counsel, Inc.
Natalie McDonald's Company Details
Founded in 1967, Inverness Counsel, LLC is a privately-owned investment counsel firm registered with the SEC. As investment counselors, we provide continuous advice to our clients to meet both their short-term and long-term goals. We recognize that each client is different and has an individual set of expectations. For some clients, success may be measured by investment returns. For others, success may mean preserving assets for future generations. In addition to working with high net worth individuals, families and trusts, Inverness has a long history of working with pension funds, endowments and foundations. As of December 31, 2015, our team of professionals actively managed over $2.6 billion in client assets, making Inverness one of the largest independent registered investment advisors in the United States.