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 more than 250 industry-dedicated professionals, we are the 5th largest provider of audit and tax services to registered funds in the country (Audit Analytics) and the 10th largest auditor of hedge funds in the U.S., based on SEC filings by fund managers.
We understand the demands on Commodity Trading Advisors (CTAs), fund administrators and private investment funds nationwide.
Learn MoreWorking with highly respected and recognizable industry names, our background offers CITs an efficient and knowledgeable approach to their unique set of requirements.
Learn MoreOur 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 MoreOur work with more than 30 fund service providers nationwide helps us better understand your operational issues and your specialized audit and tax engagements.
Learn MoreThe 5th 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 MoreWe understand an RIA’s business, including the business as a whole, its clients, revenue cycles, product lines, compliance challenges and related entities.
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