Amy Jones

Founder and Principal

Guardian Performance Solutions LLC

Amy Jones, CIPM is the Founder and Principal of Guardian Performance Solutions LLC, a consulting and project management firm focused on assisting registered investment advisers to achieve and maintain compliance with the Global Investment Performance Standards (GIPS®). Amy had been helping firms to comply with the GIPS standards and meet their regulatory obligations related to performance advertising for the past nine years. Amy has extensive experience interpreting and applying the GIPS standards to almost any situation. She has consulted with advisers of varying sizes and complexities, from single owner advisory firms to firms with over $400 billion under management. In addition to being an expert on the GIPS standards, Amy understands the compliance burden that investment advisers are under as she previously worked as a regulatory compliance consultant during which she created policies & procedure manuals designed to comply with SEC Rule 206(4)?7, drafted Form ADV disclosures, and conducted compliance reviews and audits for firms located throughout the country. Prior to working as a compliance consultant, Amy was a manager at an accounting firm that specialized in GIPS verification services, where she conducted and oversaw hundreds of GIPS verification projects. Amy graduated from Southern Oregon University with a BS in Business Administration and an emphasis in Accounting. She is a member of the United States Investment Performance Committee (USIPC), the CFA Institute’s official local sponsoring organization for the GIPS standards in the United States. Mrs. Jones is a recipient of the Certificate in Investment Performance Measurement (CIPM), a credential awarded by CFA Institute that focuses on performance evaluation and the GIPS standards.

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