INVESTMENT MANAGEMENTS
SERVICES: CONSULTING & RETAINERS

After you digest our content about investment management businesses, you will probably have questions. The best way to get detailed answers to your specific questions is with a personal consultation.

For consultations on taxes, and assurance services please sign up with Green NFH, LLC below. We also provide consulting and other assistance to you and your attorney on business and structuring issues. For example, we often help on tax matters with various business and fund structures like separately-managed accounts versus onshore or offshore hedge funds.

• It's crucial to figure out your tax plans before developing your hedge fund or investment management business. Read about 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, the latest developments in tax legislation, accounting and auditing standards and forex regulation and tax treatment. 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. Green NFH, LLC has experience in these areas.

For consultations on development, legal, registration, regulation and compliance, we recommend that you work with an qualified attorney. Brent Gilett JD of Investment Law Group works with many of our clients. (ILG advertises on our Website and pays Green & Company, Inc., owner of our site a fixed monthly advertising payment.)

Consultation: 60 minutes with our investment management service CPAs $300

Consultation: 30 minutes with our investment management service CPAs $150

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 email it to hedgefunds@greencompany.com or fax it to 212-658-9502. We look forward to getting started on your project right away and thank you for choosing GreenTraderFunds and Green NFH, LLC.

Individual Tax Preparation for Owner of Investment Management Business - Retainer $750 retainer

Management Company - Investment Management Business Tax Return Preparation Service - Retainer $1,000 retainer

Hedge Fund - Investment Management Business Tax Return Preparation Service – Retainer $1,500 retainer

Assurance (Audit/Attest) Service - Retainer $1,000 retainer

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 of GreenTraderFunds
Managing Member of Green NFH, LLC