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Credentials
CFA®
Experience Industry experience
5 years
Location
Remote
Inverlochy Capital, Inc.
Supported
Total advisors
1Clients per advisor
30 LowAvg AUM per client
$1,213,023 HighHNW client ratio
57% Very HighWilliam Morrison is a CFA charterholder and principal owner of Inverlochy Capital, Inc., with 22 years of experience at the firm. He also serves as president and principal owner of Inverlochy Capital Group Ltd. and Inverlochy Capital Ltd., both investment-related entities registered in Canada. Inverlochy Capital provides portfolio management and financial planning services to individual and institutional clients, employing a long-term, disciplined value investment philosophy supported by fundamental research and macroeconomic analysis. The firm operates with a cross-border affiliated structure that includes Canadian-registered entities and focuses on asset allocation tailored to client risk tolerance and goals.
Based on Inverlochy Capital, Inc.
Up to 1.2% annually (negotiable)
Account minimum: $250,000 (may be waived at discretion) Fee-only: Fee-only basis; no commissions or other remuneration
New York · Texas
5 years of industry experience
Inverlochy Capital
2004 - Present • 22 years
Ontario
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