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

CPA
Shareholder
Alternative Investments Practice Leader

Lindsay Ball

CPA
Managing Director

Robert Belcher

CGMA, CPA
Shareholder

Alternative Investments Assurance Services

Lucy Gates

CPA
Principal

Eric D. Pitts

CPA
Shareholder
Private Equity & Transaction Advisory Services Practice Leader

William Mitchener

CPA
Senior Manager

Contact Our Team

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