GIPS Consulting Services
Our consulting services utilize our extensive backgrounds to provide necessary information, ideal recommendations, and an extra set of hands. Whereas most consultants will only tell you what needs to be done, we pride ourselves on getting projects completed on your behalf.
Performance Measurement Services
With practical knowledge of investment performance, and proficiency in programming and leading portfolio accounting software, we tailor our services to match your needs, and provide an efficiency and value that cannot be matched.
Given our background in GIPS® compliance and performance measurement, we are positioned to offer much needed resources for the CIPM examination. Our offerings are focused on what we feel is needed in the industry, and what we can deliver effectively. Our resources are prepared and presented by CIPM certificate holders and/or CFA charter holders.