At Marcum, we pride ourselves on being the path to the shortest distance between our clients’ questions and the right answers.

The Marcum Financial Services Group is designed to deliver an array of expertise that covers the entirety of industry specific demands by leveraging the collective experience of our Partners and Leadership. Whether your needs are related to Hedge Funds, Private Equity Funds, Funds-of-Funds, Broker Dealers, Registered Investment Advisors, Banks and Financial Institutions or the Insurance Industry, we have you covered. Read below to find out more about how we can help, and to contact a Marcum Partner today.

 
 

Alternative INvestments

Marcum’s highly-respected team of professionals can help you meet the challenges of starting or managing your fund

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Broker-Dealers

The constantly changing regulatory environment has created challenges to broker-dealers in their desire to remain compliant with the various organizations that govern them.

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Insurance

Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups.

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Financial Institutions

Our professionals are from various fields of auditing, tax, IT and consulting and have experience in the financial institution industry.

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