You Climb Towards ETF Success

We launched our asset management business in 2010. Eventually we saw the light and realized that the exchange traded fund vehicle was the future for delivering low-cost, transparent, and tax-efficient solutions for investors.

We raised capital and rolled up our sleeves, spending the next 5 years building our platform. We built an efficient, affordable, and scalable technology platform to facilitate the launch of our own internal ideas.

But in 2018, we were approached by Perth Tolle and her team to help them launch an ETF based on her intellectual property. Our initial answer was “no.” However, Perth was adamant that our ETF servicing platform was extremely unique and could help entrepreneurs launch their own ETF products at lower costs. She asked the question:

Why would you NOT allow others to use your platform?

Perth was right.