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

Providing sales and distribution resources to grow AUM

 

contact us to learn more about our services