Great Valley Advisor Group announces partnership with Cipperman Compliance Services
Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that provides outsourced compliance services to the investment management community. With 80-plus relationships, CCS qualified professionals have the knowhow to protect the firms’ reputation and meet the demands of the regulators.
“Compliance is a top priority for us at Great Valley Advisor Group” said James Spinelli, COO, Managing Director. “We selected Cipperman because of their proven experience in the investment industry – delivering customized materials and testing capabilities. According to Todd Cipperman, Principal at CCS “Compliance is all we do. We have no distractions. Our high-touch engagement combined with the teams in depth regulatory analysis delivers confidence, independence and accountability.”
About Great Valley Advisor Group (GVA)
Great Valley Advisor Group delivers support and confidence to independent advisors through a customized RIA platform. Offering a plug and play structure provides the new advisor with access to a customized CRM system, customized document management tool, compensation software, as well as additional tools right at their fingertips. Our dedicated support team focuses on providing the best possible service to each advisor, hosting monthly & quarterly update calls, as well as making sure they get the right answer for their clients.
For more information about Great Valley Advisor Group call 302-483-7200 or visit our website www.greatvalleyadvisors.com