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Request for Information

We would enjoy the opportunity to start a conversation with you about our services and how we can support your business goals.

Please provide the following information so that we can start the process.

Name*
First Last
Email*
Title*
Phone*
Company*
Service(s) Interested In*
- GIPS Pre-Verification
- GIPS Verification
- Strategy Examinations
- Model Examinations
- Consulting/Training
Would you like to provide additional information prior to the call?
- Yes please
Are you currently compliant with GIPS?
- Yes
- No
- N/A
For what period have you been compliant?
From
MM slash DD slash YYYY
To
MM slash DD slash YYYY
How many composites do you maintain?
If verified, who is your current service provider?
What is your AUM?
Which best describes your investment strategies?
Please select all that apply using CTRL.
How many separate accounts do you manage?
How many public funds do you manage?
How many private funds do you manage?
What accounting system do you operate?
Other Information