What Our Clients Say About Us
Kevin Maeda, Active Index Advisors (Natixis)
“TSG made the entire process of becoming compliant and verified as simple as possible. They cleared away the confusion and explained the complexities of GIPS in a clear, practical way.
I strongly recommend TSG to any firm looking for a GIPS verifier.”
Kevin Maeda, Active Index Advisors (Natixis)
David Bourne, Mitsubishi UFJ Asset Management
“As a UK company which had not been GIPS verified before, we initially found the verification process extremely daunting, but TSG’s guidance and step-by-step process enabled us to understand and comply with the verification process a lot more efficiently. TSG’s knowledge and expertise has been of enormous benefit to us as a company. We gladly recommend your services to any institution looking for a GIPS verifier.”
David Bourne, Mitsubishi UFJ Asset Management
Lori J. Waite, AAM Insurance Investment Mangement
“Our firm is completely satisfied having worked with your company on our first GIPS performance verification. After having interviewed several firms, we selected TSG. Your firm exceeded our expectations from the initial call to the verification report.”
Lori J. Waite, AAM Insurance Investment Mangement
Robert E. Miller, CFA, Frontier Asset Management
“We’ve worked with TSG for almost five years and highly recommend them to any firm looking to become GIPS compliant or considering a change in verifiers. Their verifiers are knowledgeable and they complete their work in a timely manner and are very responsive to our questions.”
Robert E. Miller, CFA, Frontier Asset Management
Muzz Adams, Ninety One
“After many years working with the same GIPS verification firm, we recently had the opportunity to change our verifier. We considered a number of firms, and TSG stood out from the pack.
Their professionalism and responsiveness during the sales process, level of knowledge and expertise, highly-experienced team, and unmatched reputation gave us confidence they were the right fit for our firm.
This was confirmed during the verification. Their process was efficient, thorough, and did not disrupt our day-to-day activities. It was a very professional and enlightening experience for all of us at Ninety One! We’re happy to be verified to the GIPS gold standard and we confidently recommend TSG to any organization that is looking for a verifier.”
Muzz Adams, Ninety One
McCullough Williams, III, Xponance
It is with pleasure that I am writing a recommendation for TSG.
After working with the same verification form for a number of years, we decided it was time to see what other verifiers had to offer. After speaking with TSG , it was clear that their expertise, high level of service, and efficient approach to verification were what we were looking for.
We are happy that we decided to make the change to TSG. Not only have they saved us time and energy, but they have given us a very high level of confidence in our claim of compliance. I recommend TSG to any firm that is looking for a verifier.
McCullough Williams, III, Xponance
Hillary Sunderland, Beacon Wealth
When we decided to bring our firm into compliance with the GIPS standards, we knew we would need to find a verification firm that could not only conduct our verifications, but also provide us with guidance, support and tools to help us achieve compliance, first. We found all of this with TSG.
The educational materials, books, tools, and templates they provided us were extremely helpful. Our verifier was very knowledgeable and experienced and left us feeling confident in our claim of compliance.
TSG is a pleasure to work with. I highly recommend them if you are looking for a verification firm.
Hillary Sunderland, Beacon Wealth
Ryan Farias CFA, Segment Wealth Management, Inc.
When looking for a verification firm, we wanted to work with a firm that could provide us with expertise, insight, and a thorough and efficient process. We found all of these with TSG.
The verification went very well and it was great working with their team.
Our verifier was always prompt to respond to our questions and worked hard to get everything done in a timely manner. Our verifier was also very detailed and gave us great suggestions for improving our reporting, disclosures, and performance policies and procedures manual. I highly recommend TSG.
Ryan Farias CFA, Segment Wealth Management, Inc.
Michele D. Hubley, Appleton Partners, Inc.
We took the decision of hiring a GIPS verification firm very seriously and screened a number of firms before narrowing our selection. A team of four of us met with each firm, focused on quality, experience, service and reputation. After careful scrutiny and weighing the pros and cons of each firm, it was clear that TSG was the right fit for us.
They had the combination of senior-level expertise, industry and technical experience, tools and templates, and ongoing support we needed. From our pre-verification call, to initial on-site visit, to the follow up process and confirmation of verification, each step proceeded as it had been explained. Our verifier was extremely professional and competent, and was a terrific resource for us.
We had an excellent experience with TSG. It was a pleasure to work with them and they guided us through what could have been a complicated and overwhelming process. Their straightforward approach made the process efficient and through. I would heartily recommend TSG to anyone looking for a GIPS verification firm.
Michele D. Hubley, Appleton Partners, Inc.