Insights

Niche Market Focus Cairn Investment Performance Consulting specializes in providing tailored investment performance measurement and GIPS compliance services exclusively for investment advisory firms, presenting an opportunity to target financial advisors seeking expertise in regulatory adherence and performance verification.

High-Quality Expertise Led by a principal with CFA, CPA, and CIPM credentials, the company emphasizes experienced, accurate, and efficient service delivery, appealing to clients who value professionalism and reliability in their compliance processes.

Complementary Tech Stack Utilizing tools like Google Analytics and WooCommerce indicates a focus on modern digital engagement and efficient service platforms, suggesting potential for offering complementary digital solutions or partnerships to enhance client onboarding and reporting.

Growth Potential With revenues estimated between 1 million and 10 million dollars and a lean team, Cairn IPC may be open to strategic alliances or expansion into new markets within the investment consulting sector to scale its specialized services.

Underserved Client Needs Small-scale investment firms and advisory companies with limited internal compliance resources could be ideal prospects for Cairn’s customized GIPS and performance measurement solutions, opening opportunities for targeted sales efforts.

Similar companies to Cairn Investment Performance Consulting

Cairn Investment Performance Consulting Tech Stack

Cairn Investment Performance Consulting uses 8 technology products and services including RSS, oEmbed, WooCommerce, and more. Explore Cairn Investment Performance Consulting's tech stack below.

  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • WooCommerce
    E-commerce
  • Google Workspace
    Email
  • WPBakery
    Page Builders
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics

Media & News

Cairn Investment Performance Consulting's Email Address Formats

Cairn Investment Performance Consulting uses at least 1 format(s):
Cairn Investment Performance Consulting Email FormatsExamplePercentage
First@cairnipc.comJohn@cairnipc.com
50%
First@cairnipc.comJohn@cairnipc.com
50%

Frequently Asked Questions

Where is Cairn Investment Performance Consulting's headquarters located?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting's main headquarters is located at 228 East Main Street Suite c Medford, Oregon 97501 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Cairn Investment Performance Consulting's phone number?

Minus sign iconPlus sign icon
You can contact Cairn Investment Performance Consulting's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cairn Investment Performance Consulting's official website and social media links?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting's official website is cairnipc.com and has social profiles on LinkedIn.

What is Cairn Investment Performance Consulting's SIC code NAICS code?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Cairn Investment Performance Consulting have currently?

Minus sign iconPlus sign icon
As of February 2026, Cairn Investment Performance Consulting has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include Director: J. S.Director: J. S.Principal: E. J.. Explore Cairn Investment Performance Consulting's employee directory with LeadIQ.

What industry does Cairn Investment Performance Consulting belong to?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting operates in the Financial Services industry.

What technology does Cairn Investment Performance Consulting use?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting's tech stack includes RSSoEmbedWooCommerceGoogle WorkspaceWPBakeryPriority HintsreCAPTCHAGoogle Analytics.

What is Cairn Investment Performance Consulting's email format?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting's email format typically follows the pattern of First@cairnipc.com. Find more Cairn Investment Performance Consulting email formats with LeadIQ.

When was Cairn Investment Performance Consulting founded?

Minus sign iconPlus sign icon
Cairn Investment Performance Consulting was founded in 2012.

Cairn Investment Performance Consulting

Financial ServicesOregon, United States0-1 Employees

Cairn Investment Performance Consulting provides customized investment performance measurement solutions and GIPS® consulting and verification services for investment advisory firms.  With a hands-on approach to calculating portfolio returns, constructing composites, and assisting firms with the adoption and maintenance of GIPS compliance, we offer the most efficient, experienced, and reliable resources available to investment advisors

Our performance measurement and GIPS services are customized for the resources the client needs the most. With our extensive experience, we get the job done efficiently, with minimal time commitment from the client. We also get it right, the first time. Our typical GIPS Compliance engagement includes:
• Portfolio Return Calculation 
• Composite Construction
• GIPS Compliance Management 
• Verification Assistance & Liaison

For additional information please contact:

Erik Johnsen, CFA, CPA, CIPM
Principal
(541) 414-3123

GIPS® is a trademark owned by CFA Institute.

Section iconCompany Overview

Headquarters
228 East Main Street Suite c Medford, Oregon 97501 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Cairn Investment Performance Consulting's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Cairn Investment Performance Consulting's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.