New York, Chicago, Milwaukee, and Detroit
Full Stack Solution
Increase AUM in the ETFs by selling directly to financial advisors. Gain broader distribution by adding accessibility through National Accounts Platforms
Proactively solicit clients’ offerings to RIAs and financial advisors at approved broker-dealers and platforms.
Generate brand and product awareness in the intermediary channel through direct emails, phone calls, meetings and webinars.
Maintain relationships with advisors to cross-sell new offerings and increase product retention.
Tidal uses leads generated from marketing activities and advisor engagement to implement proprietary scoring methodology and prioritize outreach.
Tidal’s hybrid wholesaling efforts leverage technology and data to move prospects down the funnel quickly and efficiently by focusing on financial advisors who are highly engaged.
Customized follow-up campaigns and consistent, high-quality contact help convert prospects to allocators and advocates.
Clients receive the distribution and economics qualities of an asset manager, with the full support of an ETF platform.
Chicago, Detroit, Milwaukee, and New York
234 W. Florida St., Suite 203, Milwaukee, WI 53204
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Important Considerations:
An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. Please read the prospectus carefully before investing.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of an investment is available in the fund’s prospectus.
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile, or residence.
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