Tailored accounting and consulting services from experienced asset management advisors.
The asset management team at Forvis Mazars 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 June 2023, Convergence Optimal Performance ranked Forvis Mazars as a top 20 accounting and audit firm to registered investment advisors. Forvis Mazars also was ranked in the top 20 by assets under management. We have experience providing services to funds ranging from emerging managers to $100+ billion in assets under management. Our knowledge allows us to provide tailored services to help meet your unique needs. We provide services to the following:
Private Funds – Forvis Mazars provides a variety of services to private funds, including private equity, hedge, venture capital, common trust, collective investment, and real estate funds.
Public Funds – Forvis Mazars provides a variety of services to public funds, including registered investment companies (mutual funds) and exchange-traded funds.
