Inverlochy Capital
Portfolio Management & Financial Planning for Discriminating Clients

About

Passion. Experience. Diligence.

History

Founded by W. Glen Morrison, Inverlochy Capital has practiced its long term, disciplined value approach in the asset management business since 2003.  We offer individual managed accounts to private and institutional clients.

Inverlochy takes the time to become intimately familiar with each individual client’s financial objectives.  This helps Inverlochy custom develop a portfolio management strategy that is unique to each investor’s goals.  Our disciplined approach takes a long term view of financial markets and relies on our own independent research and analysis.

Since its inception, Inverlochy Capital has built a loyal client base by helping its customers realize their financial targets.  Inverlochy’s success begins by developing a relationship with each client in order to access their financial situation and understand their investing goals.

The Inverlochy Capital head office is located in Bobcaygeon, Ontario.

 

Get in touch

Inverlochy Capital knows that finding the right investment advisor to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Contact US ▸

 
 

President

 
 
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Portfolio Manager & Investment Advisor

W. Glen Morrison

Prior to forming Inverlochy Capital, W. Glen Morrison built a successful career in the financial centres of Canada and the United States as a Financial Analyst and a Fixed Income Trader. Glen progressed rapidly through positions with Salomon Brothers, Inc in New York, First Boston Canada (Toronto), and returned to New York with Credit Suisse First Boston.

In addition to his work in the financial services industry Glen has co-founded and managed businesses in the construction, retail and software industries.

Glen’s entrepreneurial acumen is demonstrated by the successful launch of three businesses and acquisition of two other organizations across a diverse range of sectors. He has served these organizations as President, Chief Financial Officer, Chief Operating Officer, and Advisor. This work experience helped Glen develop the skills that enabled him to initiate accounting and reporting systems for rapidly growing businesses. Additionally, Glen’s work experience includes thorough business valuations resulting in divestitures and acquisitions, working with auditors to produce audited financial statements taking into account complex capital structures and option accounting rules.

In his role as Inverlochy Capital’s Investment Counsel and Portfolio Manager, Glen is well equipped to protect, preserve, and enhance client investments through an asset allocation strategy intended to control risk and volatility while providing the potential for long-term growth.

Glen, a Chartered Financial Analyst, is Ontario Securities Commission Licensed Investment Counsel & Portfolio Manager, SEC (Series 7, Series 63), and has completed the Canadian Securities Course with Honors. Glen earned an Honours degree in Business Administration from the University Of Western Ontario.

 

Education

University of Western Ontario
Ivey Business School, HBA 1988

CFA Institute
CFA (Chartered Financial Analyst) 1996

Activities & Affiliations

• Portfolio Manager, Ontario
• Registered Investment Advisor, New York

 
 

 
 
 
 
 
 

 
 
 
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