For diversified needs in the Investment Management Industry with strong skills on Financials, Accounting, Taxes, Compliance and corresponding lines on related Global, National, Multi-State and Local Financial Decision Making Research.
An Investment Management support Service powered by knowledge, hands on skills,experience, teamwork and research with special strong expertise for Investment Management Business Lines. A CPA and Advisory support service powered by comprehensive research of direct application to your Business Line.
For Accounting, Taxes, Compliance, Strategic and Operational Advisory, and Business Analysis / Project Management related support consulting.
For In House Council and for additional support as needed to the Sales Teams for Analysis, RFPs and to Quantitative Analysis groups.
With strong problem solving skills in Financials from the Investment Management Industry their are many ways our Economic, Government, Financial and Legal Research and other area skills can help on the current Strategic and Operational services needs for your Investment Management Business.
Our Investment Management roots:
Investment Management expertise is at the core of Our Knowledge, like the work on Financials it's one of the Key points where we all connect across the Economy with the Invested Assets of Government, Industry, Non Profits and Individuals through Assets under Management (AUMs) of wide ranging composition. Where Portfolio Management is the key of finding the broad and focused strategies to produce returns in Global Capital Markets or Sector Lines for Investors through Mutual Funds or Seperately Managed Accounts. Our role is to provide Accounting, Financial, Tax, Compliance and potentially other support services like Consulting Paralegal work to support In-House Council on filing needs for compliance reporting. Training with NYSSA and the years of hands on experience in CFO/Controlling for Investment Management and Financial Services Concerns is our strength on services.
Powered by Research:
Our experience is also about broad research that covers Government, Industry, Financials, Regulations, Economics and Statistics and the places we ALL meet on Financial Decision Making across the Economy. We work in a knowledge driven business that adaptively ports to your business needs on services, with adherence to standards and to support your needs in as many compliant ways as we may. Sharp, Entrepreneurial, focused on Client Services as you are and dedicated to adding value to as many segments of an Investment Management business as we may we are here for SEC ACT 40 Companies and Advisers on Services.
Contact us or e-mail info@dcarsoncpa.com
Where Top Down and Bottom Up Analysis Connect to support your needs on Services with deep Industry Insight for Investment Management Services - we connect on knowledge.
Investment Management is one of my strong lines of skills with hands on experience in CFO/Controlling supporting Strategy and Operations, owning Financials, Ledgers, Relationships, GAAP,SEC Compliance and other needs over a broad career with 16+ years core Financial Services and Business skills. The skill set is unique because in the seat of Controlling you see all the Clients, Relationships, Support Data Services, Vendors, Partners and other needs of the busines - working in direct support C-Level Executive Management and corresponding to Portfolio Management, Sales, Clients, Vendors, Attorneys, Bankers, Custodians, and external support services important providers like SEI and more. Working with Advisers, Sub-Advisers, Basis Point Fees, Investment Contracts from the Accounting perspective billed Forward, billed in Arrears with tiered fees and performance fees and the list goes on.
Present Value (PV):
Now in a boutique practice myself where the competitive angle is broad knowledge that adapts to client needs in Accounting, Financials, Taxes and Compliance in context to the rules. Also available to provide Strategic and Operational project consulting to include Business Analysis and Project Management as needed.
Future Value (FV):
In direct anticipation of the specific broad needs of Investment Management business. Led by a CPA with hands on experience and foundational Investment Analyst training that already yields benefits (while there is still road yet to travel), with the prior ownership of Investment Management Financials delivering in that scenario Financials to meet Clean GAAP Opinions with immaterial adjustments to meet Unqualified Audit Opinions and further managing on point for Accounting the SEC Response process. We have hands on skills with complex services to support SEC Compliance Audits from the Financial Perspective and Legal Research skills fully support in house councils needs on consulting for compliance as needed.
Return on Investment - ROI:
I had the good fortune to work in close quarters to strong expertise over many years and to learn alot about our business line. There's no doubt about the considerable skills and expertise employed in the Investment Management Business line and when you sit in the right spot and put your work in gear - it's a winning propostion to grow knowledge that helps the Investment Management Industry line. We are here to assist. Contact Us.
HOW WE DO IT:
In the current position it is about using knowledge, hands on experience, teamwork and research to adaptively support Investment Management Businesses in as many ways as we can within the standards. As a knowledge business support service provider. With broad financial skills.
A Value Proposition (to connect on support services):
With Considerable skills from the Investment Management Sector we are here to support Accounting, Taxes, Complaince, Advisory, Strategy and Operations as applicable. Currently non PCAOB Registered so not pursuing your Audit needs currently - but available on other needs and projects that include Financial and Business Analysis and other services where PCAOB registration is not required - inquire as needed for more information. More to follow soon. Contact Us or e-mail: info@dcarsoncpa.com
Financials, Accounting, Analysis, Taxation & Operations support
Compliance support for In House Council
Strategic and Operational Support
Our view on Strategic and Operational support connects Government, Industry, Non Profits and Individuals in the exact model of a diversified Bulge Bracket Investment Management business as a connector from End to End on the Economy. We use the CPA skills, training on the Analyst path with NYSSA, strong Legal and Compliance research skills and the knowledge, experience, teamwork and research skills of 16+ yeats Financial Services Expertise with a strong core in Investment Management to support SEC Act 40 Investment Companies and SEC ACT 40 Investment Advisers, we also connect with NYSE Equity Broker-Dealer, Investment Banking and other related experience, incl. Private Equity, working with Portfolio Manages, SEI, State Street Global Advisors, and more including IN-House Council, CEOs, COOs, CFOs, SEC Audits, Investment Management Contracts, Mutual Funds, AUM Analysis, Perfomance Fees (GIPS) and more.
Business Analysis / Project Management support
We have strong Business Analysis skills and a deep understanding of the Investment Management business from CFO / Controlling it is an opportunity to excel for your needs where we connect Accounting, Financials, Taxes, Compliance and Financial Analysis skills to software and business analysis / pm skills to help clients on services.
Sales Analysis and RFP Support
We can connect with the many relevant points for Governmental (Federal, Multi-State and Local) RFPs and could also use Our Institutional, Non Profit and Individual knowledge in support of your additional needs on Analytical Sales support.
To learn more Contact Us or e-mail info@dcarsoncpa.com .
Quantitative Analysis and Research support Services
We are working in a Transitional Capacity in pursuit of top level skills on Quantitative and Legal Analysis. Our Foundation lines in Insurance, Investment Management and Research connect us to resources that have direct application to Business and Information Management needs across an Investment Managment Business connecting with Sales, Research, Trading, Accounting, Taxes, Compliance, Risk Management, Funds, RFPs, Fund Pricing (NAVs), Seperately Managed Accounts and contracts for Institutional, Government and HNWI Wealth Management.
Our years of close work with C-Level Executives, Investment Managers / Portfolio Managers, Quantitative Analysts, Sales Professionals, Corporate Council, Clients, Vendors, Advisers, Sub_Advisers, Custodians, Market Regulators and Traders all maps into Top Line knowledge of Industry and Regulatory Decision Making.
We use the connecting skills and the knowledge that an Asset Management Industry is the cross roads of the Economy where Investments connect Industry, Non Profits, NGOs, Government and Individuals / Families in the Economy with Invested Assets that in turn help to grow the Economy across Products, Markets and Sectors. We are here for the ALL participants, plan sponsors, and the managers in their various roles to help with skills. We connect to the comprehensive Line of Financial Decision Making in the Investment Management Space.
Our line is the line of Macro and Micro Financials, Government, Policy, Laws and Industry as the comprehensive Framework of Financial Decision Making and that is a root map to alot of knowledge that can help where we connect with Financial, Advanced Paralegal and PM/ BA skills to the comprehensive Framework of Investment Management Decision Making. We can look to the lines product, market and funding lines and the rules of compliance in the Mutli-State, National and Global Economy for full perspective.
In the launch of this practice and over the course of the last 4 years we have made knowledge and research a root element of our business and have mapped out the lines to cover all aspects where Financial skills can help. With time and success to map our own skills for the Upgrade to Economic and Advanced Legal skills through process of Continual Professional Developement. We work with knowledge to bring value to Client needs with Lean Efficiecy and Big Data mapped into the bite sized lines of Value Added knowledge to strengthen Financials. Compliance and the internal and external lines of operational efficiency.
Contact Us or e-mail info@dcarsoncpa.com.
New Updates from the Realm of Investment Management
The below reader carries some related outbound Industry update links from the Mutual Fund Directors Forum, the SEC on Risk and Return from Edgar, CFAI the CFA Institute Press Releases and NICSA Industry News Updates for your related informational Industry Updates. If ICI was on RSS we would share the updates here to link out to, but they are not yet there so we provide the corrsponding link out to the ICI Press room http://www.ici.org/pressroom
Current FASB / IASB Projects on Investment Companies
DCarsonCPA IMR FIN
DCarsonCPA IMR FIN is our news line on the updates for Investment Management. Following the lines of Global Decision Making in the Asset Management / Investment Management Industry for the SEC ACT 40 Companies and their Global Equivalents in the Industry. We work with hands on skills and also map in with research that can help on the current needs or the Industry. Contact us or e-mail info@dcarsoncpa.com .
