GIPS Verification Services

Our GIPS 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 verification work.


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.


CIPM® Training

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.