Financial ServicesIn the investment industry, everyone is watching.
Professionally managed investment companies and investment advisors operate in an arena that is highly specialized. Specific government regulations, special tax treatment, and public scrutiny mean investment entities need consulting partners who bring experience and skill to the table.
Clients benefit from our experience.
Kaufman, Rossin has extensive experience in financial services. Clients include:
- broker dealers
- investment companies
- investment advisors, and
- domestic and offshore funds
Kaufman, Rossin & Co.'s approach combines personal service with the latest technology. This ensures the highest quality work while maximizing efficiency. We use state-of-the art tools to perform our services. Combined with the proper planning and processes we've developed through years of service, this provides efficiency without sacrificing quality.
Services include:
- Complete fund start-up services
- Fund services and accounting
- Financial reporting
- Comprehensive back office solution
- Other financial reporting
- Financial statement audit liaison services for funds for which Kaufman, Rossin & Co. provides accounting services
- Annual audit of financial statements, stockholder reporting and other regulatory reporting, if applicable
- Tax return preparation and advice
- GIPS performance attestation
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