Inverlochy Capital
Portfolio Management & Financial Planning for Discriminating Clients


Portfolio Management & Financial Planning for Discriminating Clients.

Areas of Practice


Investment Management

We are – at our core – wealth managers. We manage your wealth to maximize your returns for a disclosed, fully transparent fee. To do this right, we manage your risk and diversify your portfolio.

We follow evidence-based investing practices, as it’s centered around benefitting from the market’s rate of return by constructing well-diversified portfolios that mirror an index.

This makes sure we can stay the course over the long run, weathering the highs and lows of the market to achieve results and grow our clients’ wealth.

A big advantage to this approach is that it keeps our fees low so your investment dollars go further than with other firms.

Financial Planning

Inverlochy Capital will help you retire on your schedule, provide for your loved ones, maintain your quality of life in retirement and leave the right legacy. Our planning process is made client friendly with easy-to-understand goals and strategies.

We combine your investment strategy with the other important aspects of your finances, and prepare a customized plan covering all parts of your finances: today’s priorities as well as retirement spending, minimizing taxes, and meeting your estate objectives.


The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. They make our lives simpler, but behind the curtain are fluctuating challenges in protection and monetization—challenges that our firm stays two steps ahead of.