Services for the investment management industry

Technical expertise. Consultative, pragmatic approach.

Kreischer Miller provides a broad range of services to public and private clients in the investment industry. Our professionals have deep industry knowledge and experience with many investment firms’ systems and controls, which they bring to each interaction with our clients.

Core Services

Beyond the core services that are vital to our clients’ success, we offer additional specialty services for investment industry organizations, such as:

  • Developing or refining systems needed to keep companies on track – from portfolio processing to accounting procedures
  • Helping our clients maintain Global Investment Performance Standards (GIPS) compliance while presenting their performance in the best light possible
  • Guiding our clients through regulatory changes
  • Representing our clients’ positions effectively on critical tax issues before the Internal Revenue Service and other authorities to safeguard their interests while they continue doing what they do best
  • Assisting entrepreneurs with starting investment firms and investment funds
  • Aiding in the search, hiring, and retention processes for qualified investment professionals