Business Information
The group's principle activity is to review investment portfolios and provides a variety of reports, allowing fiduciaries (Boards), management, and other professionals (CPAs, Lawyers) to better understand what the investment managers are doing with the portfolio(s) in question, and to shed more light on the risks being taken. The group's services include basic audit, income related testing, binomial option pricing, independent valuation, internal control testing, and consultative services. Customers served by the group include financial institutions, not-for-profits, corporations, benefit plans, and governments. The group operates from United States.
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