Our Services

Our Alternative Investments Assurance Services practice provides annual audit or review services to private investment funds and investment advisory firms, including surprise examinations required under the SEC Custody Rule provisions for Registered Investment Advisors. 

We are a PCAOB-registered and inspected accounting firm and have been nationally recognized as a top auditor of funds advised by SEC-registered advisors. 

Here’s How We Can Help

Financial Statement Audit or Review

Investment Performance Verification

Registered Investment Advisors (RIAs)

Surprise Custody Examinations

Our Team

Renee Ford


Lindsay Ball

Managing Director

Robert Belcher


Alternative Investments Assurance Services

Lucy Gates


Eric D. Pitts


William Mitchener

Senior Manager

Contact Our Team

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