Series Trust

Firms seeking to accelerate the launch of new products may gain cost efficiencies by entering a series trust. The right trust is built to serve the needs of its advisers and also seeks to increase distribution opportunities on major platforms.

Our series trust is governed by an experienced board of trustees and includes the management and logistical planning of quarterly board meetings.

Of Interest...
  • Capitalizing on Disruption: Transforming Asset Management for 2020
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  • Launching an Interval Fund
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