Strategic Advisory Services

  • Corporate/Business Development
  • Evaluation and implementation of new projects
  • Business plan optimization
  • Introduction ot key industry decision makers for capital raise, strategic partnerships and/or M&A.

ETF Consulting Services

  • Instant "in-house" expertise/ project manager
  • Strategic and regulatory review
  • Vendor Introductions (Fund admins, indexers, sub-advisors, Stock Exchanges, law firms, compliance, audit)
  • Marketing/distribution
  • Capital Markets (APs, seed capital, lead market makers)
  • Index/product review
  • Operations
  • Media