Why Hire Us? We have advised investment advisers, financial planners, and accountants on matters such as investment adviser registration, investment advisory agreements, investment suitability, state/federal compliance issues, the avoidance of client and regulatory complaints, and potential conflicts of interest.
Small- to medium-size clients often rely upon us as an "outsourced" legal counsel and compliance adviser. We provide these services to many investment advisers at a great savings over the cost of hiring and maintaining a legal department. We regularly assist the legal and compliance departments of medium to large size investment advisory firms. We represent large advisors with significant internal legal capabilities who seek to leverage our extensive experience in complex issues and the latest developments. We have been an active counselor in numerous transactions involving the purchase, sale, or merger of investment advisory practices.
We regularly provide advice regarding securities, derivatives, tax, ERISA, litigation and other legal matters to a variety of registered investment companies and hedge funds. Additionally, we provide assistance with the formation and operation of mutual funds, hedge funds, venture capital funds, and other private equity and commodity pools. We also provide compliance services, including analysis and development of compliance policies and procedures, compliance audits, and draft disclosures and responses to SEC examinations and document requests.
We have acted as counsel to limited liability companies, commodity pools, and open-end and closed-end funds registered with the SEC. We represent broker-dealers and other securities professionals in their capital market transactions and regulations, advising them on all aspects of U.S. federal and state securities and commodities laws, including regulation by the national securities exchanges, the NASD and other self- regulatory organizations, and assisting them with respect to regulatory audits, continuing education, licensing, and enforcement matters.
CapitalManagementServicesGroup.com is recognized by discriminating fund managers and traders as being the foremost tax and legal authority in the business. Attorney Hannah Terhune's expertise and indispensable advice about hedge tax and law has appeared in over 100 publications worldwide. Chances are, if you've read about it, she's written it. Give us the opportunity to use that knowledge and experience for you. CMSG provides the best services and support needed for hedge fund projects and associated activities in one convenient place, saving you time and energy. No need to coordinate work between different firms; we handle the job right here, start to finish. Hedge fund and money management accounting, tax services, tax preparation, consulting, entity and retirement plan formation services. You receive the total package. Our professionals provide the highest quality services at competitive rates. But don't take our word for it, give us a call and let us prove what we can do.
Personal Consultations and Fees You get answers to your specific questions by speaking directly to Hannah Terhune, an experienced hedge fund attorney. Her hard won wisdom can save you unnecessary steps and wasted effort. The consult is a valuable opportunity to speak to Hannah one on one to learn how to achieve more in less time. The return on your investment more than makes up for the cost by helping you to avoid more costly mistakes. Fees are a necessary part of the consultation. Many years of study and training lead to being able to make a sound, informed and ethical opinion about plans. The expertise required to recommend solutions and provide advice should not be taken lightly. When you are finished with your consultation you will be more informed about your business plans than ever before. Call (307) 213-4732 or Click Here to Request Services.
Our Commitment Henry David Thoreau wrote: "Do not hire a man who works for money, but him who does it for love of it." We are committed to your business plans and bringing you the best possible options. We aim to establish an internationally recognized business that both educates our clients as well as the industry. We do this by striving for the best results. Above all, we are a law firm. A lawyer is a philosopher and role model. The ability to improve our clients' lives is a privilege that we do not take lightly. There is tremendous power in being able to effect a positive change in our clients' lives. Our aim is to welcome our clients and to provide a comfortable, warm environment for all. We feel that allowing clients to feel comfortable creates a field in which attorney and client can develop a well-based, sincere relationship that improves over time. We thank you for choosing to lend us your time in enjoying this web site.