Invernesscounsel.

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As investment counselors, we provide continuous advice to each client to meet both short-term and long-term goals. We recognize that each client is different and has a unique 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.

Henry is an Executive Vice President and a member of the Investment Committee. He focuses on investment strategies for institutional pension funds the firm has managed for over 35 years. He also manages portfolios for high net worth clients. Prior to joining Inverness in 1975, Henry was a Senior Vice President at American General Capital Management.

Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC. Our headquarters is located in New York City and we have other offices in Utah.

Over time, we have grown with our clients, evolving and expanding our services and skill sets to meet our clients' changing needs. In 2010, Inverness was converted from a C Corp into a Limited Liability Company. Following the conversion, a significant portion of ownership transitioned to the next generation of management. This change positions the firm to continue to meet the needs of our clients for years to come.

At Inverness, we have built a firmwide culture that places the client at the center of everything we do. We empower our clients to focus on their core objectives. The bonds of teamwork, both within the firm and with our clients, are built on years of experience. The average tenure of our employees is over a decade, and the members of our Investment Committee have more than 20 years of experience on average. While we continue to grow, it is a testament to our core strengths that we are working today with the fourth generation of many of our original clients.

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