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The Inverness Team of Professionals

Inverness is led by three senior partners and principals of the firm. Our partners are
seasoned professionals, with over 75 years combined experience managing the
complexities of wealth for high net worth clients.

Richard Renner
Principal

(Inverness)

John Bartels
Principal

(First Allied Securities)

Jeff van fossen,cfA
Principal

(Inverness)

Each of the employees at Inverness is an experienced, thoroughly trained financial professional. And each shares a quality that distinguishes them from the regiments of professionals at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.


Molly Balunek, CFP® Senior Investment Advisor	Peter Balunek, CFP® Vice President	Chris Ann Catanese Registered Assistant	Howard Essner,J.D. Senior Vice President, Wealth Planning
(Inverness)	(Inverness)	(Inverness)	(Inverness)

Matt Gordillo registered principal	Patricia Heraghty Registered Assistant	Thomas Kennedy portfolio manager	Thomas Kropf Business Manager
(First Allied Securities)	(First Allied Securities)	(First Allied Securities)

Tricia Lanara Client Service Manager	Paul T. McCormack, CFP®, AAMS® Senior Vice President – Wealth Advisory Services	Robert Renner, CPA Senior Investment Advisor/COO	Scott Searles Senior Vice President
	(Inverness)	(Inverness)	(First Allied Securities)

	Cindy Zarley Client Service Associate

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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.

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.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Inverness Holdings LLC owns and operates four subsidiary companies: Inverness Advisors LLC; Inverness Investment Group LLC, a registered investment advisor firm; Inverness Life Services LLC, a licensed insurance agency; and Inverness Securities LLC, a registered broker-dealer.

Inverness Advisors LLC is a company that was formerly named Independent Advisors, Inc. Individuals associated with this firm conduct both their advisory business and their securities business through First Allied Securities Inc. (FASI), a registered investment advisor and registered broker/dealer, Member FINRA/SiPC. Inverness Investment Group, LLC is a Registered Investment Adviser that offers Investment Advisory services separate from those offered through First Allied Securities, Inc. Individuals licensed with this firm may conduct securities business through Inverness Securities an affiliated registered broker/dealer Member FINRA/SiPC. Inverness Holdings, LLC and all of the Inverness entities listed above and its other subsidiaries are not affiliated with First Allied Securities Inc. in any way and are not under common ownership, management or control. Registered representatives may only offer securities through one broker/dealer-either First Allied or Inverness Securities. John Bartels, Thomas Kennedy, Scott Searles, Matthew Gordillo and Patricia Heraghty are registered representatives of First Allied and First Allied's Registered Investment Advisor. Richard Renner, Robert Renner and Chris Catanese are registered representatives of Inverness Securities and offer investment advisory services through Inverness Investment Group, LLC.

Web sites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.

Asset allocation seeks to maximize the performance of your investment portfolio using diversification and disciplined investing. However, using an asset allocation methodology does not guarantee greater or more consistent returns, or against loss; rather it is a method used to manage risk. Your investment objectives, time horizon and risk tolerance will drive your asset allocation and help you determine the right balance for you.

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