investment management industry private client services corporate client services newsroom our team contact us

Our investment management industry services are
targeted to Investment Counsel/Portfolio Managers.
We offer performance measurement consulting and
compliance verification of either AIMR-PPS ® /
GIPS ® performance presentation standards to
assist money managers in achieving compliance
with the CFA Institute (Fromerly the Association for Investment Management and Research Performance Presentation Standards) (AIMR-PPS ®), and Global Presentation Standards (GIPS ®).
---
--The SIMULATED AUDIT ™ helps your business identify & correct compliance problems. Our thorough audit
...helps identify trouble areas before the regulator does. The SIMULATED AUDIT ™ provides proactive solutions
...for responsible business.