Investment Industry Services

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Cohen & Company’s Investment Industry Services Division is 100% focused on audit and tax issues for investment companies. A unique industry full of complex regulatory twists and turns, we are passionate about focusing on mutual funds, including Master Limited Partnerships; exchange traded funds; hedge funds and alternative investment funds; collective investment trusts; investment advisors and service providers across the U.S. We help newly seeded funds to well-established, multiple-fund families remain compliant but also to thrive.

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Investment Industry Insights


– October 28, 2016
SEC Adopts Final Rules on Liquidity Risk Management, Reporting Modernization and Swing Pricing
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– September 27, 2016
AICPA Tax Adviser’s August Tax Clinic Covers In-Depth Topics
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– September 15, 2016
Exchange Traded Managed Funds: What are they and how will they work?
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