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your no-obligation GIPS verification proposal.

Name *

Company *

Email *

Your Telephone Number *

What are your firm's assets under management? *

What asset classes do you invest in? *

Equities
Fixed Income
Real Estate
Private Equity
ETFs
Other

Domestic and/or Global *

Domestic
Global
Domestic and Global

How many composites does your firm manage? *

What is the total number of accounts you manage? *

What is the range of accounts per composite (from fewest to most accounts)? *

What is the time period (from when to when) to be verified? *

What system(s) do you use for composites? *

Do you currently claim compliance? *

Yes
No

Have you been verified? *

Yes
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If yes, who was the verifier?

Do you want to have any composite examinations? *

Yes
No
Unsure

If yes, how many?

How did you hear about our services? *

What has motivated you to explore GIPS verification?

What are you looking for in a GIPS verification firm?

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We’re everything you need in a GIPS® verification firm

Expertise. Understanding. Efficient. Thorough.

Please complete this short form for your no-obligation GIPS verification proposal.

We’re everything you need
in a GIPS® verification firm

Please complete this short form for
your no-obligation GIPS verification proposal.