Consulting Services

Do you need a fresh look at your Business Infrastructure?

Conifer's Operational Consulting Team will perform on-site reviews of your middle & back office operations. This review will assist you in strengthening your overall internal control environment, giving you and your investors confidence that your business is being run in a professional & efficient manner.

Conifer's Operational Audit will:

  • Perform on-site audits of your controls and procedures for trade operations, fund accounting and valuation, systems and business continuity, compliance and external professional relationships.
  • Recommend areas for improvement to strengthen the operations internal structure of the organization.
  • Provide an internal operations due diligence report to management summarizing the results of the review.
  • Work with management on an ongoing basis to provide external resources to assist in areas where internal expertise is not available.
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