Outsourced CFO Services

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Engaging an outsourced CFO who has relevant alternative investment experience offers enormous benefits to the firm and its investor base. An outsourced CFO can establish and implement policies and procedures, alleviate the investment manager from having to focus attention on the finances, add value to the firm’s infrastructure and instill investor confidence.

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Summit Fund Service offers a comprehensive outsourced CFO servicing solution to alternative investment managers. Our services include the preparation of periodic cash and securities reconciliations, the coordination of investor reporting, risk measurement calculations, marketing document preparation, audit support and liaising with third-party service providers. Contact Summit Fund Services to learn more about our outsourced CFO services.