Combined team becomes second-largest ETF auditor and fourth-largest registered funds auditor in U.S.Read More
Our national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. With 300 industry dedicated professionals, we are the 4th largest provider of audit and tax services to registered funds in the country (Audit Analytics, March 2023), 10th largest auditor of hedge funds in the U.S. (based on SEC filings by fund managers) and have one of the strongest tax teams in the industry.
We understand the demands on Commodity Trading Advisors (CTAs), fund administrators and private investment funds nationwide.Learn More
Working with highly respected and recognizable industry names, our background offers CITs an efficient and knowledgeable approach to their unique set of requirements.Learn More
Our focused ETF team is trained to help this growing niche with complex issues, from assisting with structure selection to sophisticated tax techniques and strategies.Learn More
Our work with more than 30 fund service providers nationwide helps us better understand your operational issues and your specialized audit and tax engagements.Learn More
The 4th largest auditor of registered funds in the U.S. and with the support of a specialized tax team, we assist some of the largest mutual fund companies in the industry.Learn More
We understand an RIA’s business, including the business as a whole, its clients, revenue cycles, product lines, compliance challenges and related entities.Learn More
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