We create fully customized fund structures to unitize your model portfolios and investment strategies.
Can be publicly traded ETFs, prospectus-based funds (NI 81-102) or OM-based private funds.
Can include virtually all asset classes (cash, fixed income, equity, alternatives, private assets, digital assets)
Turnkey solution — we partner with you to take care of all regulatory / compliance filings, trading, fund operations, legal, tax and marketing collateral.
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