Want to easily create an ETF?

Build, launch, and manage it with us.

An Affordable, Turnkey, and Transparent White Label ETF Platform. Create a New ETF, or Convert SMAs, Mutual Funds, or Hedge Funds.

An Affordable, Turnkey, and Transparent White Label ETF Platform. Create a New ETF, or Convert SMAs, Mutual Funds, or Hedge Funds.

01  Build

We provide extensive business planning and consulting pre-launch

  • Business planning / pro-forma

  • Investment strategy consultation and design

  • Legal document preparation

  • Board approval and trustee engagement

  • Tax-free conversion planning (if applicable)

02  Launch

We get you to market efficiently and educate you along the way

  • Lead market maker and seed capital coordination

  • Initial basket creation and exchange coordination

  • Marketing coordination and consulting

  • Website development and launch

  • Launch day trading coordination

03  Manage

We manage all of your ETF operations; you focus on investing and marketing

  • Trading and execution management

  • Regulatory filings and compliance management

  • Daily NAV reconciliation and compliance checks

  • Invoice and vendor payment management

  • Dedicated consulting and education

White Label ETF Platform

Create an ETF from a new strategy or convert an existing fund.

With our EA Series Trust, we partner with fund managers (e.g., hedge funds and mutual funds), RIAs, and family offices to leverage the operational, marketing, and tax efficiencies of the ETF structure.

With our EA Series Trust, we partner with fund managers (e.g., hedge funds and mutual funds), RIAs, and family offices to leverage the operational, marketing, and tax efficiencies of the ETF structure.

New Investment Strategies

Want to bring a new investment strategy to market via the ETF structure? We have helped multiple entrepreneurs successfully bring their ETFs to market.

Want to bring a new investment strategy to market via the ETF structure? We have helped multiple entrepreneurs successfully bring their ETFs to market.

Get Started →

Managed Account Conversions

Perhaps you want to facilitate a tax-free conversion of managed accounts into an ETF? We have completed multiple tax-free conversions of SMAs into ETFs.

Perhaps you want to facilitate a tax-free conversion of managed accounts into an ETF? We have completed multiple tax-free conversions of SMAs into ETFs.

Get Started →

Hedge/Mutual Fund Conversions

Looking to do a tax-free conversion of a hedge fund or a mutual fund into an ETF? We have completed multiple hedge fund and mutual fund conversions into ETFs.

Are you looking to do a tax-free conversion of a hedge fund or a mutual fund into an ETF? We have completed multiple hedge fund and mutual fund conversions into ETFs.

Get Started →

Veteran Owned & Operated

Why ETF Architect?

We have earned a strong reputation for education and innovation in the ETF space. We are veteran-owned and lean on Marine Corps values to guide our actions.

We have earned a strong reputation for education and innovation in the ETF space. We are veteran-owned and lean on Marine Corps values to guide our actions.

Affordable

Survival in the fee-compressed asset management industry requires low-cost, high-quality infrastructure, and our culture is designed to deliver on this objective.

Turnkey

We deliver an end-to-end ETF solution and eliminate ETF “brain damage.” Our solution lets our ETF partners focus exclusively on their highest and best use: investing and marketing.

Transparent

We are focused on client education and platform transparency so our clients can make great decisions.  Transparency sets the tone for the long-term relationships we build.

Powered by Tech

Our platform is focused on leveraging technology to maximize efficiency and minimize human error, which lowers costs.

Vertically Integrated

We are vertically integrated across all ETF operations, which allows us to deliver a low-cost and highly efficient solution for our clients.

Skin in the game

Our own ETFs sit alongside yours on the platform to align our interests. Platform benefits flow to all platform partners.

Powered by Tech

Our platform is focused on leveraging technology to maximize efficiency and minimize human error, which lowers costs.

Vertically Integrated

We are vertically integrated across all ETF operations, which allows us to deliver a low-cost and highly efficient solution for our clients.

Skin in the game

Our own ETFs sit alongside yours on the platform to align our interests. Platform benefits flow to all platform partners.

We help you win.

See Launched Funds

2013

Established

$5.0B+

ETF AUM (09/20/2023)

42

ETFs Managed

ETFs for all sponsor & asset types.

  • Independent RIA

  • Family Office & UHNW

  • Mutual Funds

  • Hedge Funds

  • Banks and Brokers

  • Institutions

  • Consultants

  • US Stocks

  • Developed Stocks

  • Emerging Stocks

  • Fixed Income

  • Commodities

  • Futures and Options

  • Fund of Funds

Save
Time
Money
Effort
Bringing your ETF to life.

<4 Months

Average time needed to launch a new or conversion ETF.

50%+ saved

Other providers may charge 1.5x as much.

50+ tasks

You invest and market: we do everything else!

For Less Hassle – Call in the Marines

Tax-Free Conversions or New ETFs, we’ll manage every step.

Your ETF is backed by best-in-class operations, technology, and the Marine Corps
ethos of doing more with less and accomplishing the mission.

Your ETF is backed by best-in-class operations, technology, and the Marine Corps ethos of doing more with less and accomplishing the mission.

New Strategy ETF Example Fund

Perth Tolle approached our firm in 2018 and asked that we let her leverage our low-cost and efficient ETF infrastructure. We partnered on her Freedom 100 ETF launch, which is based on her proprietary Life + Liberty Indexes. The ETF was launched in 2019 and has grown from $5mm to over $400mm in the last few years.

SMA to ETF Example Fund

In 2022, Burney Investment Advisors, a large RIA, transitioned their sector rotation strategy into an ETF to improve client outcomes via increased tax efficiency and lower operational headaches. The transaction involved hundreds of individual accounts, and approximately $130mm in assets were transitioned tax-free into the ETF.

Mutual Fund to ETF Example Fund

Bridgeway Capital Management, a 29-year-old mutual fund firm, decided to partner with our firm to convert several of their mutual funds into ETFs to harness the operational, distribution, and tax efficiency of the ETF structure. BBLU and BSVO transitioned over $1B in assets into the ETF structure via a tax-free conversion.

Hedge Fund to ETF Example Fund

Upholdings, an entrepreneurial hedge fund advisor, approached our firm in 2019 to facilitate the first-ever tax-free conversion of a hedge fund into an ETF. The ETF was launched in late 2020, and the historical track record was preserved. This transaction paved the way for future tax-free hedge fund to ETF conversions.

An investor should carefully consider the investment objectives, risks, fees and other expenses carefully before investing. Click the link to the applicable prospectus in the table above. 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.

Distributed by Quasar Distributors LLC.