Inverness is a private wealth and investment company, headquartered in Cleveland, Ohio. Our experienced financial professionals specialize in advising high net worth families, businesses, foundations and endowments. We design specific plans and solutions for their unique needs. As a fee-based fiduciary and investment advisor, our investment solutions are customized to each client relationship. We pride ourselves with a high level of ongoing communication and financial intimacy.
From discovery and plan design, to implementation and relationship management, we bring an independent, entrepreneurial approach to developing solutions with a client-first focus. Inverness is diligent in guiding our clients as a fiduciary in every aspect of their fiscal situation. We believe passionately in our culture of integrity and intelligence in planning and providing for a truly integrated wealth experience.
Securities and advisory services offered through First Allied Securities, Inc., a registered broker/dealer and investment advisor member FINRA/SIPC
Privacy Policy & Disclosure © Inverness Holdings Design: Five Elements
PRIVACY POLICY
At Inverness Investment Group, LLC and Inverness Securities, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS INVESTMENT GROUP & INVERNESS SECURITIES COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.
If you have more than one account with Inverness, you may receive multiple notices.
One Chagrin Highlands
2000 Auburn Drive Suite 440 Beachwood, Ohio 44122
Tel: (866) 635-0388 Tel: (216) 839-5130 Fax: (216) 839-5131
Email: renner@investinverness.com
Inverness Securities, LLC Member NASD and SIPC
Inverness Investment Group, LLC is affiliated with Inverness Securities, LLC
PRIVACY POLICY INVERNESS ADVISORS
At Inverness Advisors, LLC, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.
The following policy is designed to help you understand what information we collect from you and how we use that information to serve your account.
CONFIDENTIALITY & SECURITY
We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS DISCLOSES AND PARTIES TO WHOM INVERNESS DISCLOSES:
We do not disclose any non public, personal information about our customers or former customers to anyone (unaffiliated third parties) unless necessary to deliver the products and services Inverness provides to you or unless required by the government, law, court order or regulation to do so.
CATEGORIES OF INFORMATION THAT INVERNESS ADVISORS COLLECTS
We collect nonpublic personal information from the following sources:
- Information we receive from you on application or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from a customer-reporting agency.