EA SERIES TRUST

We believe in high-quality, affordable service

We believe in high-quality, affordable service

STEP ONE

Pre-Launch

Preparation is key 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:

  • Index creation / data construction
  • Registration / prospectus drafting
  • Iteration with regulatory agencies
  • Data controls established
  • Vendor management
  • Board approval, Trustee engagement

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 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

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

CONTACT US

Ready to Launch?

Launch your ETF