GIPS® Verification
Whether you are new to GIPS or have been verified for years, the team at AAG is dedicated to supporting your efforts. Our engagements are customized to your needs, getting you through the process efficiently so that you can focus on your clients and growing your firm.
Pre-Verification
A required step in the verification process, pre-verification allows us to better understand your structure of compliance, ensuring your alignment with the requirements of GIPS and making the verification process as streamlined as possible. We focus on areas such as:
We will walk you through each step, providing proactive consulting, to ensure that marketing your claim of compliance is not something that will keep you up at night.
Verification
We have worked with hundreds of advisors over the years and recognize that getting through an inefficient verification process can be a drain on your time, energy and finances. That’s why we have structured our engagements to alleviate your pain points. Your main point of contact is a seasoned professional who handles every aspect of the verification, ensuring a comprehensive understanding of your firm. No more repeated explanations or requests for something that doesn’t exist from an inexperienced verifier. We customize our requests and tests to maximize efficiency. Its client service the way it should be.
Once the verification process is complete you will receive a CPA opinion letter, rather than a verification statement, that you can supply to existing and prospective clients. Our ongoing verifications can be structured based on your current workflow commitments and marketing needs. We recommend semi-annually or annually, but we will accommodate more frequent or less frequent timelines, if requested.
Performance Examinations
In addition to a verification, you can opt to add on composite specific performance examinations. Performance examinations are conducted concurrently with the verification and are designed to focus a composite’s specific performance calculations and compliant presentations. The decision to add performance examinations is based on several factors. We can walk your through this process so that you can make the best decision for your firm and your marketing efforts
Training
Are you just starting to navigate the world of GIPS compliance? Did you recently lose your inhouse expert? Does your marketing department need to better understand the requirements of GIPS? These, and many more, are reasons why our clients hire us to provide onsite or online live training programs. We can tailor sessions to your needs and availability. As part of our other services, we provide valuable education to keep you ahead of the curve as changes occur, but if you find yourself in need of more in-depth training we have you covered!
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