Setting the standard for investment industry expertise and leadership

Most CPA firms have only a limited knowledge of the investment industry.  Some are so large that they are unable to respond to the need for highly personalized service at a reasonable price.  At Kreischer Miller, however, we are unique in our ability to meet the needs of investment industry firms for the following reasons:

1. Greater involvement of senior team members

The largest accounting firms typically have staff to partner ratios of 14 to 1.  At Kreischer Miller, our staff to partner ratio is 5 to 1.  That means that each of our clients receives a high level of personal attention and service from senior-level, experienced team members.  Our experienced directors and managers will be actively involved with your engagement from the onset, working side-by-side with all of your engagement team members.

2. Deep investment industry experience

Our professionals have worked with investment firms across the United States and Europe that manage a variety of asset classes utilizing various investment structures, including:

Asset Classes

  • Equity (domestic and international, all capitalization levels)
  • Traditional fixed income (corporate, government, domestic, international, high yield)
  • Private equity
  • Real estate
  • Structured credit
  • Use of leverage and derivatives

Investment Structures

  • Stand-alone portfolios – institutional and retail (including wrap / separately managed accounts)
  • Investment funds
  • Fund of funds
  • Master/feeder structures

3. Investment industry and accounting profession leadership

Our professionals are actively involved and have taken leadership positions with the following organizations:

  • GIPS Verification/Practitioner Subcommittee
  • United States Investment Performance Committee
  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants

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