EA Series Trust

We believe in affordable, turnkey, and transparent service

Step One

Build

Preparation is vital for the smooth and successful launch of your ETF. During this phase, we’ll work closely with you to put the following foundations in place:

  • Business planning / pro-forma
  • Investment strategy consultation and design
  • Legal document preparation
  • Board approval and trustee engagement
  • Tax-free conversion planning (if applicable)
  • And much more…

Step Two

Launch

Bringing your ETF to market with the greatest possible impact is a multi-faceted discipline. This phase will see us take responsibility for the following elements:

  • 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
  • And much more…

Step Three

Manage

An efficiently run ETF requires ongoing care. In this final and lasting phase, you can expect us to handle the following activities:

  • Trading and execution management
  • Regulatory filings and compliance management
  • Daily NAV reconciliation and compliance checks
  • Invoice and vendor payment management
  • Dedicated consulting and education
  • And much more…

We cater to all investment styles

We can help you launch both passive and active ETFs via our exemptive relief from the SEC under the Investment Company Act of 1940. We also specialize in tax-free conversions and complex transactions

Our qualifying criteria

The clients we partner with need substantial working capital and initial ETF capital to be approved on our platform. We only work with operators that have long-term viability.

We do ops, not marketing

Our platform is focused on delivering an ETF to market at the lowest cost possible. We do not provide direct marketing and/or distribution support. We can provide guidance, however.

We cater to all investment styles

We can help you launch both passive and active ETFs via our exemptive relief from the SEC under the Investment Company Act of 1940. We also specialize in tax-free conversions and complex transactions

Our qualifying criteria

The clients we partner with need substantial working capital and initial ETF capital to be approved on our platform. We only work with operators that have long-term viability.

We do ops, not marketing

Our platform is focused on delivering an ETF to market at the lowest cost possible. We do not provide direct marketing and/or distribution support. We can provide guidance, however.

Contact us

Ready to Launch?