Performance Verification

SPECIAL ANNOUNCEMENT

BBD's Investment Management Group To Be Acquired By Cohen & Company

We are pleased to announce the exciting news that our firm’s Investment Management Group will be acquired by Cohen & Company. 

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As part of BBD’s complete suite of services for investment advisors and their products, we offer Global Investment Performance Standards (GIPS®) compliance and other performance verification services.

Advisors comply with GIPS® standards to fulfill their ethical duty to fully disclose and fairly present performance, advance fair competitive practices within the industry, and respond to the demands of prospective clients and investors.

Our GIPS® services include both firm-wide verification services and performance verification services for reviews of specific composites.

MEASURING THE VALUE OF THE BBD EXPERIENCE

What Our Clients Are Saying

The BBD client experience is not just a promise in a proposal.

At BBD, we survey our clients regularly.  Monitoring and measuring the value of the BBD client experience on a consistent basis helps us to make improvements that have immediate impact.

The results of our surveys confirm that our clients value collaboration and partnership as much as we do, and that we are delivering on our commitment.

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Interested in learning more about performance verification services?

Reach out. We'd love to speak with you!

Contact BBD