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Inverness Counsel
United States
1967 (58 Years)
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Security Information
What are the differences in regulations for each
License
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.
Company Information
Get to know Inverness Counsel
Company Information
Get to know Inverness Counsel
Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals. The company recognizes 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.
Industry
- Financial Financial AdvisementPRIMARY
- Financial Wealth Management
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