ashland
Welcome To

ASHLAND PARTNERS

At Ashland Partners, we specialize in providing due diligence solutions to the investment management industry. As a PCAOB-registered CPA firm, we offer a wide range of audit and consulting services specifically designed to support investment advisors in providing transparency and assurance to current and prospective clients.

 

Read More About Our Expertise
Celebrating 30 Years of Serving the Investment
Management Industry
Services
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OUR SERVICES

We take a multi-disciplinary approach to solving a wide range of client challenges.

Audit & Tax

FINANCIAL EXPERTS

Our audit and tax services are focused on solving the unique challenges of investment management firms, and their funds, and...

SOC 1 / Internal Controls

INTERNAL CONTROLS

We offer the highest quality SOC 1 examinations and custom internal control services at a fraction of the cost of...

Surprise Custody Examination

CUSTODY EXAM

We conduct surprise custody examinations on firms deemed to have custody under Rule 206(4)-2 of the Investment Advisers Act of...

Cyber Security Solutions

SECURITY & TECHNOLOGY

We help clients make informed decisions to protect their IT systems and data.

Agreed Upon Procedures

CUSTOMIZED

We conduct customized or narrow-scope consulting and agreed upon procedures engagements, based on each client’s specific needs.

Vendor Due Diligence

RISK MANAGEMENT

Our due diligence services are designed to help compliance officers meet regulatory requirements and institutional client expectations.

QPAM Exemption Audit

QPAM AUDIT

We conduct examinations of the Prohibited Transaction Exemption (PTE) 84-14 for plan assets transacted by independent Qualified Professional Asset Managers...

OUR Mission

Our mission is to support investment management clients with high-quality audit, assurance and consulting services.

Driven by a commitment to our core values of trust, accountability, knowledge and innovation, we strive to build long-term, lasting relationships with clients. Our goal is to become a trusted resource in benefiting the due diligence needs of investors and other industry stakeholders.

OUR INDUSTRY

At Ashland Partners, we specialize in serving the investment management industry. We understand the importance of having trusted, credible third-party validation of your people, processes and reporting. That’s why we work to provide clear, precise answers to our clients’ most difficult questions. We support you in providing the highest level of transparency and assurance to both current and prospective clients.

OUR CLIENTS

We provide audit, assurance and consulting services to investment managers located within the United States and abroad. Our clients manage a wide range of strategies and asset classes across diverse client types, including institutions, high-net-worth individuals, pension and profit-sharing plans, retail investors, state and municipal government entities, public and private funds, and insurance companies. Whether you are a single-member emerging manager or a household name, we are here to support you in meeting your needs.

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Schedule a Call

Interested in learning more about how Ashland Partners can help you provide transparency and assurance to your client base?
Contact us to schedule a call.

  • MAIN OFFICE
    3512 Excel Dr, Suite 103
    Medford, OR 97504
    (P) 541.857.8800

  • CHICAGO
    1 North LaSalle Street, Suite 1675
    Chicago, IL 60602
    (P) 312.750.9009

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Join Our Team

Ashland Partners is seeking qualified, hard-working accounting professionals to join our team.
View job opportunities or learn more about working at our firm.

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