SERVICES & PRODUCTS
CIPM® Prep Exams / Courses
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.
GIPS Standards Verification
Our GIPS Standards Verification service applies our many years of GIPS Compliance and Performance Measurement Services to each firm individually. While technology is used, we are not constrained by it. Instead professional judgement and real world experiences frame our work.
GIPS Compliance
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
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.