Discover the benefits of ETF consulting and how leveraging ETC’s industry experience, established relationships, and tailored strategies can position your ETF for long-term success.
A lot of moving pieces are involved with building, launching, and managing a successful ETF. Don’t undertake this complex process alone. From idea to inception, if you’re seeking to launch or organize a new ETF, consider ETC’s ETF consulting to help streamline the process and provide valuable insight and guidance.
ETC’s end-to-end ETF consulting services can be invaluable – offering asset managers (SMAs, hedge, mutual), RIAs, and other firms immediate access to deep ETF knowledge and guidance, a wide range of relationships, and strategies that can strengthen an ETFs market offering. ETC is independent and doesn’t have any competing proprietary investment products, which means we can provide a full-service experience with your ETFs success in mind.
Is ETF Consulting the Competitive Advantage you need?
Explore the value of working with ETC’s team of ETF professionals.
- ETC has an established reputation, experienced team, and global reach.
Gain access to a team with valuable real-world experience, deep subject matter expertise, and an extensive global network. ETC aligns all the moving pieces so our clients can focus on raising capital and growing their assets.
- ETC pursues strategies that expand a fund’s investment versatility.
Work with the professionals at ETC who understand various ETF strategies and risks. Our team has a deep knowledge of investment structures, recognizing key trends in the competitive ETF space, and identifying opportunities for scale.
- ETC’s wide range of industry relationships are essential to the success of the ETF.
ETC’s contacts and relationships with Authorized Participants and important Lead Market Makers help support your ETF’s development of trading strategies. We also work with major ETF service providers and can advise our consulting clients about the competitive landscape.
- ETC can help you manage your existing ETF more efficiently.
Asset managers with issued ETFs can tap into ETC’s experienced team to streamline business operations and gain the ability to pursue and execute different investment strategies efficiently at a lower cost through ETC’s comprehensive portfolio and capital markets solutions.
When seeking consulting services for your ETF, it's important to consider a range of factors, including the provider's history of success, deep knowledge of ETF trends and strategies, industry relationships, and exactly what is included in their services.
ETC is a registered investment advisor with a proven track record of providing high-quality advice and hands-on support. By choosing ETC for ETF consulting services, clients can save time and effort, reduce risk, and can have confidence that they are working with a trusted and reliable partner with longevity and credibility in the ETF space.
Whether you’re launching your first fund or adding to an existing portfolio, contact ETC to discover how ETF Consulting can position your business for long-term success.
Important Disclosures
Exchange Traded Concepts is an SEC Registered Investment Adviser. The Firm's Form ADV is publicly available and can be found here: https://www.adviserinfo.sec.gov/Firm/151197. ETC may be subject to various conflicts of interest in the provision of its services. Potential conflicts of interest shall be identified in the Firm's Form ADV. The Exchange Traded Funds are referred to as "Funds" for purposes of this document. ETC transacts business in the United States and other jurisdictions where it is properly registered or excluded or exempted from registration requirements. This document does not constitute an offer of services in jurisdictions where ETC does not have the necessary licenses.
No representation is made that any Fund's investment process, objectives, goals or risk management techniques will or are likely to be achieved or be successful or that any Fund or any underlying investment will make any profit or will not sustain losses. The risks of investing in a Fund will not be negated by ETC's Fund services, and no assurance is given that a Fund will not be exposed to risks of significant trading losses.
The information provided herein does not constitute tax, legal or accounting advice. ETC does not provide legal, financial, accounting or tax advice. Clients and prospective Clients, as well as investors and prospective investors in a Fund ("Investors") are advised to seek the counsel of their own legal, financial and tax advisors for all matters relating to the services and structures contemplated herein. Each Investor (either alone or with its professional advisors) is solely responsible for its own due diligence, risk assessment and tolerance, investment objectives, any decision to invest in a Fund, and for monitoring its investment for purposes of determining whether it wishes to remain invested in such product and whether such product continues to be appropriate for its circumstances and requirements.
The information provided herein: (a) is provided as of the date indicated, (b) is in summary only and is not complete, and (c) is subject to change at any time without notice. Certain information provided by ETC is based on third-party sources and, although generally believed to be reliable, has not been independently verified. ETC is not responsible for errors or omissions from these sources. No representation is made with respect to the accuracy, completeness, or timeliness of such information, and ETC assumes no obligation to update or otherwise revise such information. In no event will ETC be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with the use of the information contained herein, even if advised of the possibility of such damages. ETC and its respective employees and its affiliates hereby exclude, to the extent permitted by applicable law, all liability in connection with the use of the information herein.
Interests in Funds will not be insured by the FDIC, the SIPC or any other organization, will not be deposits of any bank, and are not guaranteed by any bank.