Custom Consulting engagements add variety to our practice.  Our Custom Consulting program encompasses:

Audit and Verification
 

Speakers Bureau
Notwithstanding the foregoing, we are open to your requests for topics of the presentation. For example, if you would like us to discuss the intricacies of the investment advisor registration process, including what to expect and common pitfalls, as well as issues faced by advisors shortly after registration then a presentation geared towards new entrants in the industry will leave attendees feeling well-prepared for the road ahead. However, if your audience is primarily comprised of experienced practitioners, let us discuss some practical, hands-on topics such as preparing for regulatory examinations, books & recordkeeping, and other of ongoing compliance matters. We like to ensure that our presentations include a broad landscape to allow attendees to put the issues presented into perspective.

Writers Bureau
 

Litigation Support