Now Serving Custom-Built Funds, With a Side of Flexibility
At Exchange Traded Concepts, we know launching an ETF isn’t a one-size-fits-all experience. Some clients come hungry for the full-course solution, while others prefer to hand-pick exactly what they need. Whether you are starting from scratch or doing a 351 conversion from an existing strategy, we can serve up anything. That’s why our service model is designed like a great restaurant menu: choose the prix fixe (our full turnkey offering) or go à la carte with the ingredients that fit your strategy.
Prix Fixe: The Full Turnkey Experience
Looking for a seamless, white-glove experience from appetizer to dessert? Our Full Turnkey package is your prix fixe option. From fund formation to daily operations, marketing, custom website, capital markets, and compliance—we handle everything. You focus on your strategy; we’ll serve up the structure.
À La Carte: Build Your Own Plate
Prefer to customize your order? Select only the services that pair best with your internal resources. Here’s what’s on the menu:
Marketing & Branding Menu
Give your fund a face, a voice, and a following.
- Custom Website – Branded, compliant, and tailored to your fund’s personality.
- Marketing – Strategy, storytelling, and investor-facing campaigns.
- Digital Marketing – Social media, email campaigns, and performance-focused outreach.
- Content Creation – Blogs, market commentary, videos—we cook up content that gets clicks.
Portfolio & Capital Markets
Back-of-house support with front-of-market visibility.
- Subadvisory Services – Tap into our seasoned portfolio management team.
- Capital Markets – Let us manage relationships with Market Makers, APs, and wirehouses—so you stay well-connected.
Legal Structure: Pick Your Flavor
We offer flexibility in how you want to show up on the label.
- Co-Advisor – ETC and the client share advisory roles.
- Sub-Advisor – Client handles security selection; ETC runs point as the advisor.
- Index Provider – Client creates a custom index; ETC manages the rest.
- Fund Sponsor – Client licenses the index; ETC oversees operations.
We also offer several series trusts to suit your unique fund setup.
Legal Services
Keep it compliant, keep it clean.
- Prospectus Drafting
- Fund Filing & Launch Docs
- Ongoing Legal Consultations
Compliance Services
Because running a fund takes more than just a good idea.
- Liquidity Risk Management Program
- Derivatives Risk Management Program
- Compliance Manual Consulting
Let’s Get Cooking
Whether you’re ready for the full-course experience or just need a few key ingredients to complete your ETF recipe, ETC serves it your way. We’ve helped bring hundreds of innovative strategies to market—and yours could be next.
Ready to start crafting your ETF menu?
Book a Table (a.k.a. Contact Us) Today. Click here.
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.