Customized funds for your clientele
Partner with our affiliate Purpose Investments to build a fund specifically tailored to the needs of your practice and clientele in as short as 8 weeks
We support the full range of items needed to set up your business
Can be publicly traded ETFs, prospectus-based funds (NI 81-102) or OM-based private funds.
Can include virtually all asset classes (cash, fixed income, equity, alternatives, private assets, digital assets)
Turnkey solution — we partner with you to take care of all regulatory / compliance filings, trading, fund operations, legal, tax and marketing collateral.
Our Ecosystem
