bbd is the largest boutique firm serving the investment management industry.

Count on us to be your single solution for your accounting, audit and tax needs.

Nationally, our firm is a Top 10 provider of audit and tax services for mutual funds, and we also are known nationally for our audit and tax services for private funds.

Beyond audit and tax services for registered and unregistered investment companies, we are a boutique solution for the accounting, audit and tax needs of registered investment advisors and broker-dealers.



Accounting and auditing services include:

  • Audits of annual financial statements
  • Surprise custody examinations in accordance with the Investment Advisers Act of 1940
  • Internal controls reviews

Tax services include:

  • Consultation on tax aspects of security transactions
  • Preparation of federal/state income tax returns
  • Assistance with or representation for IRS or state tax audits
  • Assistance with analyzing tax ramifications of complex securities transactions
  • Integrated corporate/partnership and individual tax planning
  • Personal estate planning

In addition to our traditional audit and tax services, our experts offer objective insight regarding:

  • Organization of start-ups
  • Selection of form of organization

We also offer GIPS verification services for investment advisors:

  • GIPS Firm-wide verification
    • Review of investment management firm’s processes and procedures for reporting performance results to ensure adherence to GIPS standards
  • Performance verification
    • More extensive examination focused on a specific composite track record; performed in conjunction with or after a firm-wide verification


Interested in learning more about BBD's Investment Management Group? watch our video.


Contact Our Investment Management Group