Facing a forest of regulation?
Want to reduce the operational demands of your mutual fund?
- 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.
- 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.
- Our mutual fund guide provides an overview of fund operations and requirements, highlighting the important considerations for investment advisors.