Investment performance tables and charts are an excellent way to track and showcase the success of your managed accounts and/or funds. Getting a performance examination done on your monthly, annual and cumulative returns and comparing them to your benchmark provides valuable assurance to investors and an invaluable marketing tool for raising capital. We offer several different levels of attestation service, each offering different advantages based on each specific client’s needs.

These levels of service are each intricate in their own right, but each also provides a greater level of assurance than its predecessor in regards to their depth of analysis accepted standards. Spicer Jeffries provides our clients with the following: Agreed Upon Procedures (AUP) engagements, Performance Examinations in accordance with AICPA attestation standards, and GIPS Verifications and Examinations – Global Investment Performance Standards.