Whether you are solely running SMAs in lieu of opening a fund or as a special accommodation for a large investor that has a specific exposure need, we give your investors the comfort that their accounts are being watched over and their fees being paid to you are calculated correctly. Our goal is to provide you with another tool to get your investors to say “yes” to investing with you.
- Team of Accounting and Finance Professionals Servicing your Fund
- Portfolio Oversight
- Fee Calculations