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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2013
- Office Locations
- 1
Office Locations
About Inverlochy Capital, Inc.
Inverlochy Capital provides portfolio management and financial planning for executives, professionals, and business owners, serving clients across Canada and the U.S. The firm blends disciplined fundamental value research with diversified, long-term portfolio construction and risk management, alongside retirement, tax, and estate-focused planning. Portfolios can be relatively concentrated (about 20–60 holdings) with flexibility to hold meaningful cash when valuations or macro uncertainty warrant.
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Owner & Executives
WILLIAM GLEN MORRISON
President, PRINCIPAL
- CRD
- #4832401
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,390,684 | $551,374 |
| Non-Discretionary | $8,019,235 | $8,019,235 |
| Total | $44,409,919 | $662,835 |
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Separately Managed Accounts
Total SMA Asset: $44,409,919
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $728,150,188 | 34.0% |
| Equity - Exchange | $895,196,408 | 41.8% |
| Cash | $518,271,605 | 24.2% |
| Total | $2,141,618,201 | 100.0% |