There are many components associated with
the acquisition of a division or an entire Registered Investment Advisor. We can provide assistance in reviewing for completeness, calculating, or evaluating the composite or track record. This is a custom solution to give the acquiring firm or individual additional confidence in the value of the acquisition.
the acquisition of a division or an entire Registered Investment Advisor. We can provide assistance in reviewing for completeness, calculating, or evaluating the composite or track record. This is a custom solution to give the acquiring firm or individual additional confidence in the value of the acquisition.
Specifically we can assist with the following types of Due Diligence:
- Review of Books and Records
- Calculate a Composite or Personal Track Record
- Consult regarding integrating assets into a GIPS Compliant structure
- Accounting System integration