This is an exciting new opportunity for investors and ETF issuers, bringing better investment products to the exchanges.
Please reach out. If you are a ETF issuers and would like to get matched up with investors looking for your products, or if you are an investor that would like to know about upcoming ETF launches.
We are happy to chat ETFs and 351 Conversions anytime. Please send us an email or call.
This excerpt from the “Crux” podcast features Meb Faber discussing the impact of 351 exchanges on the ETF landscape, comparing them to the familiar 1031 real estate exchange for
For new ETF issuers, gathering substantial seed assets is often a challenging task. However, Section 351 of the Internal Revenue Code presents a unique opportunity
A 351 exchange, under Section 351 of the Internal Revenue Code, allows for tax-free transfers of assets into an investment company, such as an ETF.
When discussing the strategic move of investment portfolios, such as Separately Managed Accounts (SMAs), into the efficient structure of an Exchange Traded Fund (ETF) without
Ever thought about using a nifty IRS Section 351 tax free exchange to contribute your cryptocurrency directly to an exciting, new ETF? It’s an intriguing
For investors holding concentrated stock positions or those with significant unrealized gains, diversifying can incur a hefty capital gains tax bill. Enter exchange funds and