Our client is an employee-owned SEC-registered investment advisor. The company manages assets for institutions and individual investors through a registered mutual fund, a private pooled vehicle, and separately managed accounts.
Initially, our client needed help with its accounting and bookkeeping. With limited internal tax and accounting resources, company executives sought assistance from Baker Tilly.
Based on the high quality work industry specialists at Baker Tilly provided, what started as an accounting assistance project evolved into a number of valued services. To meet their tax, accounting, and advisory needs over the years, these services have included:
In working with Baker Tilly, our investment advisor client experienced several benefits:
Our client appreciates Baker Tilly’s ability to pass along knowledge and explain things well. Company executives receive proactive ideas, different perspectives, quick responses when they call, and help with the details when needed.
For more information on this topic, or to learn how Baker Tilly asset management specialists can help, contact our team.
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.