Eight Simple Steps to Starting Your Own Mutual Family

Step 7: Fund Auditor

See Other Steps Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 8

The auditor vouches for the mutual fund's financial statements that are filed with the SEC. Often, this is one of the last vendors selected by the mutual fund directors.

The MFWire has uncovered more than 30 CPA audit firms listed in regulatory filings as serving the 723 fund families currently in existence. The following nine are the primary CPA firms serving multiple mutual fund complexes:

PricewaterhouseCoopers LLP

Ernst & Young LLP

Cohen Fund Audit Services, Ltd.

Deloitte & Touche LLP

Tait, Weller & Baker LLP

BBD, LLP

KPMG LLP

Sanville & Company CPA

Grant Thornton, LLP

Editor's note: This article is part of The MFWire.com's eight-step primer for starting a mutual fund family. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE