Advisors & Investors

Wealth advisors, RIAs, investors, and family offices, managing client assets with low cost basis that would like to diversify into a new ETF launch, without paying capital gains, sign up here to get notified of any matches to your investment interests and objectives.

Investors, Advisors, and Family Offices

Let Us Know Your ETF Investment Preferences

Wealth advisors, independent registered investment advisors, individual investor and other high net worth investors, and family offices, are invited to stay ahead of the curve by registering for notifications about upcoming ETF launches with diverse investment themes. This service ensures advisors can offer clients timely information about new opportunities in sectors such as technology, healthcare, renewable energy, and more. Additionally, our platform facilitates 351 conversions, enabling advisors to help clients transfer appreciated securities into an ETF without incurring capital gains taxes, thus optimizing their investment strategies. Sign up now to receive timely updates and leverage these innovative investment opportunities for your clients.

Upcoming ETF Launches

Wealth advisors, investors, RIAs, and family offices are invited to explore the latest ETF launches featured here where curated opportunities for a 351 tax-free exchange await. With dozens of new ETFs launching weekly across a wide range of strategies and themes, there’s always something fresh on the horizon.

Don't See Any ETF's You Like?

Don’t see a fit today? No problem—sign up to get notified when new deals go live and there are upcoming webinars or other information about 351 opportunities.

Still Have Questions? Book a Consultation

Book a consultation and we will be happy to help explain the concept and how you can defer the maximum amount of capital gains taxes by diversifying into one of our upcoming ETF launches.

351 Exchanges Explained by Michael Kitces

One relatively new strategy, the Section 351 exchange, allows some investors to reallocate assets without triggering capital gains tax. Section 351 allows for tax deferral when assets are transferred to a corporation in exchange for that corporation’s stock, provided the transferor owns at least 80% of the corporation following the exchange. Although the concept of Section 351 exchanges has existed for over a century, it has only recently been applied to individual investment portfolios.