CSI offers a wide range of services to its individual and business clients. Listed below are the services we offer to our clients along with a brief description. Please note that the list is not necessarily all-inclusive. Therefore, please feel free to inquire about a particular service if you do not see it listed.

General Services for FCMs, IBs, CPOs, CTAs

On-site compliance and financial inspections
Financial Statement Preparation
Certified Financial Statements
Compliance policies and procedures manuals
Train associates
Payroll and business tax returns
Review marketing materials and promotional materials
Establish new registrants and registration requirements

Specific services for:

Futures Commission Merchants and Introducing Brokers
Commodity Trading Advisors, Commodity Pool Operators, and Investment Advisers