We specialize in tax-free conversion transactions (e.g., “351 exchanges”, hedge fund conversions, and mutual fund conversions). These transactions are complex, and you need at least $50mm in capital to realistically consider these deals. You also must contribute “tax diversified” portfolios (single stock holdings won't work) to get the tax-free treatment. Read more here before filling the form out below.

In addition to tax-free conversion requests, we receive numerous requests for standard ETF white-label services.

Please be aware of the following before filling out this form:

1. Launching an ETF is a serious endeavor. Please read the FAQ to ensure you are an informed consumer.
2. Our platform is selective and has minimum requirements to maintain low costs and efficiency for all white-label partners.
3. Please be aware that the all-in costs of managing an ETF could be north of $200k/yr, and extensive compliance and transparency requirements exist.
4. The ETF business is extremely competitive, and you should plan on a 5yr+ commitment to the business to succeed.
5. ETFs cannot easily facilitate strategies that require extensive intraday execution or frequent trading (e.g. more than 1x a week)