Case Studies

Large Financial Advisory Firm Searches for Audit and Tax Partner to Go Beyond Basic Compliance

The Client

The Firm originated as a provider of financial advisory and investment management services to primarily state and local governments and non-profit institutions. Today, the Firm is a. . .

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Wealth Manager Needs Firmwide Investment Reporting Model and Package to Grow AUM

The Client

The Wealth Manager is a privately-owned firm that provides investment management, manager selection and monitoring, asset allocation, and other financial services. The Wealth Manager also provides advice. . .

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Investment Advisor Seeks Assistance with Becoming GIPS Compliant

The Client

The Investment Advisor is a privately-owned investment management firm that follows a disciplined, value-based investment approach. The Investment Advisor’s principals have extensive experience in the. . .

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