Voted Best Service Provider of the Year by ETF.com, recognized for experienced strategy development, operations support, and marketing across the ETF industry.
 

our services

 

We offer our clients the complete suite of services needed to successfully launch, manage, and grow a new ETF idea or to convert managed accounts or mutual funds into ETFs.

Strategy & Product Planning

Partnering with clients to lead the intelligent ETF evolution through product innovation

Trust & Board Management Services

Delivering a holistic and cost-effective approach to board and fund governance

Fund Management & Operation

Overseeing all administrative, financial, and operational items

Regulatory & Compliance Services

Managing and supporting the regulatory and compliance needs in order to run an ETF

Active Portfolio Management & Trading Execution Services

Providing plug-and-play portfolio management and trading solutions

Marketing & Research

Insightful marketing strategy, planning, and implementation throughout the ETF lifecycle

Sales & Distribution Support

Providing sales and distribution resources to grow AUM

 

contact us to learn more about our services