above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.

Financial Investments

Ready to get started? Contact us.

Michael White 
Managing Partner

Managing investments involves keeping track of a lot of moving parts – high-risk investment strategies, customer service, fiduciary responsibilities, disclosure rules and many more – and any of them can create headaches while your business is pursuing a maximum return for investors. We provide a unique set of tailored services that minimize the daily stress of managing your clients’ investments, including portfolio accounting, private equity accounting, long-term strategic consulting, financial reporting, consulting on carried interest investments, tax planning and tax preparation. 

We serve a diverse client base of investment professionals and organizations, including broker-dealers, private equity funds, wealth managers, financial planners, real estate trusts and investment trusts. Where we truly distinguish ourselves from other CPA firms is our complete understanding of the investor-reporting concept. High net worth investors heavily scrutinize the details of every financial statement and disclosure they receive. As a result, sound accounting practices and accurate financial reporting become unavoidably intertwined with the customer service component of your business. We communicate frequently with your company’s executives and its extended team of legal and financial advisors to ensure every strategy and process we develop is focused on improving your relationships with investors.

We understand your business is responsible for people’s livelihoods, and we take that responsibility just as seriously as you do. Since our compensation is fee-based and completely disconnected from any transactions or investment performance, we can provide independent and unbiased advice that most other financial planners and private equity CPAs simply can’t provide. By remaining at arm’s length, we give your business peace of mind in knowing its fiduciary responsibilities are fulfilled in every transaction and investment.