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Issues Faced by Investment Advisors and Hedge Funds

The need for high quality professional services from a CPA firm fully knowledgeable in the investment management industry has never been greater. This is especially true given the increased regulation impacting advisors, investment funds, family offices and private wealth managers. Wolf’s experience within the financial services industry, coupled with our team of knowledgeable and committed professionals, allows us to provide relevant insight, ideas, and guidance in areas that are critical to you. Engaging Wolf will provide investor confidence in your financial reporting.

Our Investment Advisors and Hedge Funds Services



Technology audit & security



  • Organizational structure
  • Key employee compensation strategies
  • Succession planning
  • Transactional planning and due diligence
  • Evaluation methodology used to value securities and alternative investments