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William M
CFA®
Remote
Inverlochy Capital, Inc.
William 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.
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