Richard B. Renner
Principal
(Inverness)
Background and Current Role
- Rick has over twenty five years of investment & wealth advisory experience partnering with affluent individuals, families and businesses. Established Inverness Investment Group, LLC as an independent investment advisory firm in 2002.
- Industry career began with Alex. Brown & Sons in 1986.
Education
- Bucknell University, Bachelor of Science-Business Administration, 1978.
Associations and Community Involvement
- Member-Board of Trustees, Beaumont School- Chairman of the Investment Committee
- Partner- Cleveland Social Venture Partners
- Member- Board of Trustees, Fieldstone Farms
- Very active in local charities and organizations.
Personal
- Rick lives in Shaker Heights (on Inverness Road!) with his wife, Chris, and their three active teenage children.
- He enjoys playing golf and tennis.
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.