Industries

Financial Services Industry

Our firm has broad and deep experience in assisting domestic and international financial services firms, private equity, hedge funds and alternative investment managers on the unique audit, tax and regulatory requirements of their respective industries.

Our work and experience in this sector are wide-ranging and includes an understanding of the Securities Exchange Commission, Commodity Futures Trading Commission and the National Futures Association. Our risk-based approach to assurance and advisory services is tailored to the operating model of our clients and their investments with a goal of minimizing the impact to their daily operations.

By creating cross-functional teams, we leverage the knowledge and skills of talented advisors across the firm, obtain answers quickly and collaborate effectively in our clients’ best interest.

We advise clients in a range of financial services industries, including

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