End2End Newsletter | January 2025
Read our January newsletter designed to help you better understand the comprehensive impact of current issues and trends across the investment funds landscape.
Learn MoreNationally Ranked, 100% Dedicated to the Investment Industry
Our national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. With 300 industry dedicated professionals, we are the 4th largest registered funds auditor in the country (Audit Analytics), 20th largest auditor of private funds in the U.S. (Convergence) and have one of the strongest tax teams in the industry.
More About Our Core Investment Company Areas
Alternative Investment Funds
We understand the demands on Commodity Trading Advisors (CTAs), fund administrators and private investment funds nationwide.
Learn MoreCollective Investment Trusts
Working with highly respected and recognizable industry names, our background offers CITs an efficient and knowledgeable approach to their unique set of requirements.
Learn MoreExchange-Traded Funds
Our focused ETF team is trained to help this growing niche with complex issues, from assisting with structure selection to sophisticated tax techniques and strategies.
Learn MoreFund Service Providers
Our work with more than 30 fund service providers nationwide helps us better understand your operational issues and your specialized audit and tax engagements.
Learn MoreMutual Funds
The 4th largest auditor of registered funds in the U.S. and with the support of a specialized tax team, we assist some of the largest mutual fund companies in the industry.
Learn MoreRegistered Investment Advisers
We understand an RIA’s business, including the business as a whole, its clients, revenue cycles, product lines, compliance challenges and related entities.
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