Technical expertise. Consultative, pragmatic approach.
Utilizing our deep industry knowledge and experience with many investment firms’ systems and controls, Kreischer Miller provides a broad range of services to public and private clients in the investment industry.
Core Services
- Financial statement audits
- Tax strategies
- Compliance and consulting
- GIPS compliance
- Operational due diligence
Beyond the core services that are vital to our clients’ success, we offer additional specialty compliance and consulting services for investment industry organizations, such as:
- Developing or refining systems needed to keep companies on track – from portfolio processing to accounting procedures
- Helping our clients maintain Global Investment Performance Standards (GIPS) compliance while presenting their performance in the best light possible
- Guiding our clients through regulatory changes
- Representing our clients’ positions effectively on critical tax issues before the Internal Revenue Service and other authorities to safeguard their interests while they continue doing what they do best
- Assisting entrepreneurs with starting investment firms and investment funds
- Aiding in the search, hiring, and retention processes for qualified investment professionals