Serving the consulting and compliance needs of the investment industry
Kreischer Miller’s Investment Industry Group has well-rounded professionals with deep industry knowledge and experience working with many investment managers. You can rely on us for trusted advice and guidance related to the issues impacting your business.
Core compliance and consulting services
- Consultation and testing of systems and procedures used by investment managers
- SEC custody examinations
- Compliance testing
- Investment valuation due diligence
- Agreed upon procedures
- Business valuation
- Executive search for investment manager personnel
Case Study
Wealth Manager Needs Firmwide Investment Reporting Model and Package to Grow AUM
The Wealth Manager is a privately-owned firm that provides investment management, manager selection and monitoring, asset allocation, and other financial services.