Auditing & Accounting

Providing cost-effective & high value solutions to all your financial needs.
Financial Consulting Services
Investment Advisory Services
Integrated Accounting Systems

Investment Advisory Services

As defined by the Investment Advisors Act of 1940, any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of client assets or via written publications.

An investment advisor who has sufficient assets to be registered with the SEC is known as a Registered Investment Advisor (RIA). Investment advisors are prohibited from disseminating advice which is deceitful or fraudulent.