EA SERIES TRUST
We believe in low-cost, turnkey, transparent service
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:
- Basket creation
- Exchange listing completion
- Marketing coordination
- Capital markets management
- Seed capital deployment
- Index coordination (as required)
STEP THREE
Management
An efficiently run ETF requires ongoing care. In this final and lasting phase, you can expect us to handle the following activities:
- Portfolio management
- Vendor management
- Printing / filing
- Regulatory disclosures
- Liquidity assessments and filings
- Ongoing marketing
- Invoicing/vendor payments
- A fully dedicated compliance team
We cater for 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.
