Trust & Board Management Services

  • Established Board of Trustees
  • Organize and arrange Board of Trustees on a quarterly basis (plus extraordinary meetings)
  • Serve as liaison between the Board and the ETF issuer
  • Coordinate Board of Trustee materials and Board meetings.
  • Maintenance of fund and fund service providers contracts
  • Prepare Section 15(c) due diligence
  • Manage Shareholder information
  • Manage distributions/dividends management
  • Operational oversight including portfolio compliance and proxy voting

    • Fast & easy process

    • Control over policy

    • Save your money

    Maintenance of fund and fund service providers contracts

    • Service Provider Due Diligence

    • Chief Compliance Officer Services

    • Insurance Services

    • Audit/Accounting & Tax Services

    • ETC

    A One Stop Shop Platform

    Clients receive the distribution and economics qualities of an asset manager, with the full support of an ETF platform.

    Full Service Platform

    Single Point of Contact

    ETF Industry Experts

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