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The Kinds of Investment Management Companies We Work With

As a top regional CPA firm, Wolf & Company has extensive experience with matters unique to advisors and funds. We offer a comprehensive suite of assurance, compliance and tax consulting services to investment advisors, investment funds, family offices, fiduciaries and trusts, private wealth managers with alternative investments, and broker-dealers.

Services We Provide to Investment Management

Wolf & Company's investment management services are designed with a complete understanding of your needs for timely response and reporting, collaborative interactions with administrators, prime brokers, and investors, and regulatory reporting requirements. We are PCAOB registered and inspected, allowing us to practice before the SEC.

Our investment management services include: