Providing trustworthy financial review services.
We are committed to success for our clients.
Dennis Funk, Principal
The Company started serendipitously through a relationship Dennis had with a national Registered Investment Advisor with over $7 billion in assets under management at the time. As a client of theirs, Dennis questioned the terms of one too many alternative investment private placement memorandums. The CEO approached him with a proposition: “You are reviewing these investments anyway, why not do it for us. With your unique background as a detail-oriented CPA, business leader and investment manager, we want you to be a valued set of eyes on our potential deals.” A business was born. From there clients expanded to other registered investment advisors, investment sponsors and multiple family offices.
Before founding Funk Financial Review Services, LLC in 2020, Dennis spent 30 years managing investments for his employer’s substantial retirement plan and his Family Office. He happened to enjoy deep dives into hundreds of contracts from leases to distribution agreements to investment operating agreements. Through a strong values-based upbringing and then as a CPA, he learned the value of integrity and attention to detail.