Financial services consulting for banks

Asset Management

Tailored Accounting and Consulting Expertise from Asset Management Trusted Advisors

Your business is providing value for investments, and you should expect the same from your service provider. As the alternative investment space continues to grow, so do challenges related to higher risk, inefficient technologies and more competition. With a focus on attracting new investors and continued growth, it's important you work with trusted advisors who can provide reliable and tailored solutions that meet your unique needs.

BKD's asset management team has more than 50 years of experience providing accounting, tax and consulting services to various types of investment holdings, including conventional debt and equity investments, loans, businesses, alternative investments and other unique assets. As of July 2019, Convergence Optimal Performance ranked BKD as a Top 25 accounting and audit firm to registered investment advisors. BKD was also ranked in the Top 20 by assets under management. We have experience providing services to fund complexes with net assets ranging from a couple million to several billion dollars. We're focused on serving:

  • Real estate funds
  • Hedge funds
  • Private equity funds
  • Venture capital funds
  • Common trust funds
  • Collective investment funds
  • Registered investment companies (mutual funds)
  • Exchange-traded funds

Perhaps it's time to consider a cost-effective alternative for your asset management service provider. Let's start a conversation about how we might be able to assist your organization in meaningful ways.

Public Funds

BKD provides a variety of services to public funds, including registered investment companies (mutual funds) and exchange-traded funds.

Private Funds

BKD provides a variety of services to private funds, including private equity, hedge, venture capital, common trust, collective investment and real estate funds.

Cayman Island Services

If you have funds regulated by the Cayman Islands Monetary Authority, you face unique audit and tax compliance and reporting challenges. BKD’s national asset management advisors can help you navigate these audit, operational and regulatory issues via our BKD Cayman Ltd. subsidiary. We’ll help provide a seamless audit solution for your domestic and Cayman-domiciled funds. Further, our tax professionals can assist with annual reporting requirements and structuring your fund complex to achieve your desired outcomes.

As a proud member of Praxity, AISBL, the world’s largest alliance of independent accounting firms, we assist many clients with international accounting, tax, assurance and business advisory needs. With access to international tax advisors, local professionals and valuable tools and resources, we’re ready to address your unique situation.

We look forward to providing solution-driven services to help you drive growth and make informed decisions.

For more information contact Brian Matlock.

How can we help you?

BKD Ben Trusted Advisor with Clipboard

Locations

We have 40 offices in 18 states, with BKD Trusted Advisors™ who offer solutions for clients across the country.

Browse Locations