Facing a forest of regulation?

Want to reduce the operational demands of your mutual fund?

ABOUT OUR SERIES TRUSTS


  • Turnkey solutions for launching and operating mutual funds and ETFs.

  • Access to leading legal, compliance and operations service providers.

  • Experienced Board, proven policies and procedures.


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LAUNCHING/CONVERTING FUNDS


  • We guide you through each step of the fund launch or conversion.

  • Create your own fund prospectus and unique brand.

  • Shorter time-to-market with a series trust; the regulatory and operational structure is already in place.


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OPERATING A MUTUAL FUND


  • Our mutual fund guide provides an overview of fund operations and requirements, highlighting the important considerations for investment advisors.



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