EA SERIES TRUST
We believe in affordable, turnkey,
and transparent service
We believe in affordable, turnkey, and transparent service
STEP 01
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 02
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 03
Manage
An efficiently run ETF requires ongoing compliance and operational support. 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
An efficiently run ETF requires ongoing compliance and operational support. In this final and lasting phase, you can expect us to handle the following activities:
We partner
with the best
We carefully screen our partners for working capital, strategic vision, and commitment to integrity. We only work with operators that have long-term viability. We only work with operators that have long-term viability.
We do ops, we don’t
sell marketing
Our platform is focused on delivering an ETF to market at the lowest cost possible. We won’t sell marketing services, but we have curated a network of capable marketing and distribution providers to support your needs, as required.
