Asset Management Services

Are you overpaying for fund management?

Your business is providing value for investments, and you should expect the same from your service provider. As the alternative investment space continues to grow, so do challenges related to higher risk, inefficient technologies and more competition. With a focus on attracting new investors and continued growth, it’s important you work with trusted advisors who can provide reliable and tailored solutions that meet your unique needs.

BKD’s asset management team 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. We have experience providing services to fund complexes with net assets ranging from a couple million to several billion dollars. Clients have included:

  • Alternative investment funds
  • Global and emerging market equity and income funds
  • Open- and closed-end domestic and international funds
  • Real estate funds
  • Energy funds
  • Hedge funds
  • Money market funds
  • Private equity funds
  • Venture capital funds
  • Tax-exempt funds
  • Common trust funds
  • Collective investment funds
  • Pooled investment funds
  • Joint ventures
  • Partnerships
  • Trusts

Perhaps it's time to consider a cost-effective alternative for your asset management service provider. Let's start a conversation about how we might be able to assist your organization in meaningful ways.

Audit, Accounting & Assurance

Financial analysis is more sophisticated than ever. BKD professionals can help you with your accounting and assurance needs. 

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Tax

BKD annually prepares thousands of tax returns for individuals, all types of businesses, trusts and tax-exempt entities. We also provide a variety of tax planning and consulting services.

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How can we help you?

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Locations

We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

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