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INVESTMENT
MANAGEMENTS
SERVICES: CONSULTING
& RETAINERS
After you read and watch our leading content about investment-management
businesses, you will probably have some good questions for us. The best
way to get quick and dedicated answers to your specific questions is with
a personal consultation.
We will discuss the regulatory and registration rules and address development/formation,
accounting, tax, compliance, and business strategies. Our focus is on
your long-term success. We like the step-by-step approach, which often
entails starting as a money manager with managed accounts, saving on hedge-fund
compliance costs, or an incubator fund which is the first (less expensive
phase) of a full-fledged hedge fund.
It's very important to figure out your tax plans before developing your
hedge fund or investment-management business. Read about some of our special
tax strategies for hedge funds and you will see why tax structuring
comes first. Watch our archive Webinar recordings covering tax benefits
in your investment-management business, latest developments in tax legislation
and regulation and forex tax treatment and new CFTC rules. State tax "nexus"
issues are paramount, as your investors and co-managers may be spread
out around the country. International tax matters with offshore hedge
funds are also complex as non-resident investors and U.S. tax-free entities
(pension funds) want to invest in offshore funds. GreenTraderFunds has
experience and expertise in these areas.
There are many questions and answers to consider before you complete
your hedge fund business plan. An hour with our professionals is the best
way to get started.
Popular topics include:
- Business, regulatory, structuring, tax, accounting and compliance
matters for incubator funds, hedge funds and proprietary trading firms.
- Complex international and U.S. tax planning and transactions.
| Initial Consultation: 60 minutes
with our investment-management service CPAs and/or attorneys.
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$300 |
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| Initial Consultation: 30 minutes
with our investment-management service CPAs and/or attorneys. |
$150 |
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After you purchase a consultation, send an email to hedgefunds@greencompany.com
explaining what you want to discuss with us.
Sign up for our services with a
retainer and engagement letter:
Kindly request our engagement letter for investment management services.
Next, please purchase a retainer below. Kindly execute the engagement
letter and return it to us by email to hedgefunds@greencompany.com
or by fax to 212-658-9502. We look forward to getting started on your
project right away and thank you for choosing GreenTraderFunds.
| GreenTraderFunds Investment-Management
Services Retainer*
*If you are paying a higher retainer, simply adjust the CheckOut
Cart
(i.e. $1,000 x 3 = $3,000).
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$1,000
retainer*
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| GreenTraderFunds Incubator Formation
Service Retainer/Minimum Price*
See our Incubator
Fund page for more information.
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$2,500
retainer *
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| GreenTraderFunds Incubator Formation,
Accounting & Tax Package Retainer*
See our Incubator
Fund page for more information.
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$5,000 retainer*
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If you have any questions, please e-mail hedgefunds@greencompany.com
or call us. We look forward to
working with you soon.
Thank you,
Robert A. Green, CPA & CEO
GreenTraderFunds
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