OUR SERVICES
Put our professionals and expertise to work for you
ACCOUNTING SERVICES
You need to make real-time decisions based on real-time financials. Our team of accounting experts provides you seamless support for everything from basic accounting tasks to full outsourced CFO services. We know your industry; we know accounting; we tailor your program to perfectly complement your internal capabilities.
Learn moreTAX & AUDIT SERVICES
You and your people have better things to do with your time than organize all your documents and data to provide to your auditor or tax preparer. We are tax and audit professionals who can do it all. We can even help you identify a strong, industry-expert auditor or tax preparer.
Learn morePORTFOLIO ACCOUNTING & MANAGEMENT
If you manage a portfolio, we feel your pain. The key word is “scrupulous” when it comes to keeping on top of all your management and regulatory requirements. We help by not just executing your existing portfolio management framework, but by taking your management structure to the next level. We can ease your administrative burden.
Learn moreCOMPLIANCE CONSULTING SERVICES
Our clients have the reassurance of working with compliance experts who stay on top of the rapidly-changing regulatory compliance environment, identifying problem areas before they become actual violations.
Learn moreINVESTOR RELATIONS SERVICES
It’s about relationships and compliance, especially when it comes to your investors. We offer you a top-notch investor relations team who will ensure your investor communications are transparent, timely, and effective, expertly managing everything from subscription document reviews to full custodian support through the lifetime of the fund. Want more informed, supported, and engaged investors?
Learn moreThe Arboretum difference is the client experience.
A client-focused way of doing business.
The only definition that matters is your definition of client satisfaction.