Inverness Financial Group, Inc.

CONNECT

Address:

21 Pleasant Street, Suite 201
Newburyport, MA 01950

Phone:

978-499-0111

Fax/Other:

978-499-0113

Trey Byrnes

Inverness Financial Group of Newburyport, Mass., practices investment management by combining the judgment to understand people with the mathematics of asset allocation. Our advice is steeped in academic principles underpinning Modern Portfolio Theory. Many of the same ideas that in 1990 won three academics the Nobel Prize for Economics are applied by our firm in implementing portfolio strategy.

We are independent and free to select the products and strategies that are right for you. Our research on your behalf is independent - not influenced by an investment banking arm, and thus not tainted by conflicts of interest that have plagued Wall Street giants.  Your goals are the driving force behind the financial guidance we offer.

Trey Byrnes, the principal of Inverness Financial Group, has been involved in countless non-profit agencies and charitable activities. Most recently, he served as treasurer of Community Servings, a Boston-based organization that delivers meals to terminally ill and homebound clients. He is also an advocate for adult literacy and served as a board member and treasurer for Dorca's Place Adult Literacy Center in Providence, Rhode Island for six years.  He has been active on committees for many charities planning special events, capital campaigns, and fund raising activities. He currently serves as Chairman of the Board for the Anna Jaques Community Health Foundation and as a Trustee of Anna Jaques Hospital.

Trey is a native of Natchez, Mississippi. He currently resides in Nottingham, New Hampshire. A graduate of Louisiana State University, he was granted his Certified Public Accountant designation by the State of Texas. He is an avid kayaker, sailor, and an instrument-rated private pilot.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck