We value personal connections and built our business on them.

BH | IAS takes tremendous pride in servicing, supporting, and creating trusted relationships with our RIA clients.

Operations Support

Our dedicated team will work closely with your firm—every day—to attend to your needs.

Let us manage operational processes to open, onboard, and fund new accounts and to facilitate asset movements while you focus on managing and growing your business.

BH | IAS offers operational support services to ease your workload and process business items quickly. Let us take care of the details, so you can focus on what matters most.

Transition Support

We provide comprehensive onboarding services for your firm, including a dedicated transition team, training resources and tailored integration plans to ensure delivery of your firm’s chosen technology and workflows.

Business Consulting

Get expert advice from third-party consultants vetted by BH | IAS to gain insights and subject matter expertise. An optional service for your firm, our Business Consulting relationships deliver attention, service, and competitive pricing.

Legal | Accounting

Our Legal and Accounting relationships can assist you with structuring entities, investment vehicles or simply performing PCAOB audits.

Compliance

Our compliance consultant partnerships ensure you stay on top of regulatory matters, to ensure Form ADV requirements and filings, WSP reviews or audits. You will always have the latest industry insights.

Fund Administration

Use our network of providers for Fund Administration Services for your Alternative products and strategies. Automate your reporting and client interfacing with turnkey services.