ACA Compliance Group
Beacon Verification Services
ACA Compliance Group (ACA) is a full-service compliance consulting firm that is committed to offering unparalleled regulatory compliance and GIPS verification services designed to satisfy the needs of investment advisers, private funds, investment companies, and broker-dealers. By partnering with ACA, our clients gain confidence from the knowledge that their compliance programs are being managed by a reputable company that has the skill, resources, and desire to help them build and maintain a quality infrastructure premised on robust processes and a culture of compliance.
ACA's Verification Division specializes in providing investment advisers with GIPS compliance and verification services. ACA Beacon provides a consultative verification that promotes interactive communication during all phases of the verification process. With extensive practical knowledge and experience rooted in investment management and performance measurement and less so from an accounting angle, our review process is based on objectivity, independence, and adherence to compliance with the Global Investment Performance Standards published by the CFA Institute.
By partnering with Cainsoft, the majority of Beacon clients have been able to utilize Cainsoft's data extraction tool that provides firms with an efficient way of gathering data for the verification procedures. Not only does the extract minimize the administrative burden, it also allows for easy transfer of information and provides virtually all of the necessary performance data in a convenient manner.
If you are interested in learning more about Beacon and the extraction tool, please contact Alicia Hyde at 973.631.1085 or Email.
We welcome the opportunity to speak with you regarding our services. If you are interested, please contact Christie Dillard at 866.279.0750 or Email.
Andrew Schaffernoth
Director of Institutional Marketing
ALTA Capital Management
Andrew has more than 20 years of experience in the institutional marketplace and a comprehensive background in fiduciary services, product development and investment marketing. In 2002, he founded Chesapeake Investment Marketing & Advisory Group in Midlothian, VA and in 2006, he joined Alta Capital as Principal and Director of Institutional Marketing. Throughout his extensive career in the investment industry, Andrew has served as sales executive, client relationship manager and has actively participated in the design and implementation of numerous investment industry related services and systems. Mr. Schaffernoth graduated cum laude from Campbell University with a B.A. in Trust and Investment Management and is actively involved in numerous professional organizations.
Ron Surz
President
PPCA, Inc.
Ron is president of PPCA Inc, and a Principal of RCG LLP. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation. He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA Monitor, as well as contributed to and edited several books. Ron's most recently co-edited book is Hedge Funds: Definitive Strategies and Techniques (Wiley Finance).