Cairn Investment Performance Consulting Email Format

Financial ServicesOregon, United States0-1 Employees

Cairn Investment Performance Consulting operates in the financial services field, delivering customized investment performance measurement and GIPS consulting and verification for investment advisory firms. The firm emphasizes a practical, hands-on approach to computing portfolio returns and constructing performance composites, while assisting clients with the adoption and ongoing maintenance of GIPS compliance. Based in Medford, Oregon, the practice is a small operation led by Erik Johnsen, CFA, CPA, CIPM, who serves as principal. The customer base includes investment advisory firms seeking performance measurement and GIPS verification services. The firm customizes its services to fit the resources a client needs, delivering efficiency with minimal time commitment and aiming for accuracy on the first attempt. Typical engagements encompass portfolio return calculation, composite construction, GIPS compliance management, and verification support and liaison.

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