BDO United States

BDO United States

Financial Services

Clients include prominent and highly-regarded investment advisors and hedge fund complexes across the United States.

At BDO, our financial services clients chose us for a client service philosophy focused on personalized service, attention from senior professionals and tailored service approach.

The BDO Financial Services practice is dedicated to understanding client operations and business goals, listening to concerns, and keeping clients apprised of industry issues and potential accounting implications. In turn, financial services clients gain value-added insight to help make critical, well informed business decisions.

Our financial services clients include prominent and highly-regarded investment advisors and hedge fund complexes in the United States. Areas of focus within the industry include:

  • Hedge Funds (onshore and offshore)
  • Fund of Funds
  • Broker Dealers
  • Mutual Funds
  • Business Development Companies
  • Investment Management Advisors
  • Private Equity Firms (including Portfolio Companies)
  • Venture Capital Funds
  • Closed End Funds
  • Banks and other financial institutions
  • Commodity Pools
  • Unit Investment Trusts
  • Market Makers
  • Soft Dollar Brokers

Furthermore, the BDO Financial Services practice receives training in all aspects across financial market activities, including banks, proprietary trading firms and independent research providers.

Financial Services Industry Services