Inverlochy Capital, Inc.

Inverlochy Capital provides portfolio management and financial planning services to individual and institutional clients, including both high-net-worth and non-HNW individuals. The firm offers discretionary and non-discretionary investment management and includes financial planning at no additional charge for clients whose assets it manages, operating on a fee-only, percentage-of-AUM basis.

The investment approach emphasizes a long-term, disciplined value philosophy supported by fundamental research and macroeconomic analysis, with asset allocation viewed as central to pursuing client objectives. Portfolios may include individual equities, preferred equity, corporate and government bonds, mutual funds, closed-end funds and ETFs, and client risk tolerance and goals are evaluated before implementing strategies.

Distinctive aspects include that the firm’s principal office is located outside the United States and it is affiliated with related Canadian entities, including a Canadian-registered portfolio manager and a holding company, resulting in a cross-border affiliated structure and combined assets under management materially larger than the U.S. advisory entity alone. The firm operates with a small advisory staff led by its owner-portfolio manager, a CFA charterholder with prior institutional trading experience, which concentrates investment decision-making and client supervision.