ETF SERVICES
White Label Advisory
AT SOUND CAPITAL, OUR ETF SERVICES HELP YOU DETERMINE THE ‘RIGHT LABEL’ FOR YOUR FIRM.
You remain the ETF sponsor, maintaining full control over your brand and strategic direction. Sound Capital provides ETF advisory services behind the scenes, offering institutional expertise without replacing your identity. We partner with you to support your objectives, ensuring your fund reflects your vision while we handle a variety of operational and regulatory components that bring your strategy to market.
Solutions Provider
Sound Capital enables you to act as an adviser to your own fund, allowing issuers to lead with confidence while we guide clients through intricate components required to launch an ETF and maintain ongoing operations. From pre-launch planning through regulatory compliance and day-to-day advisory requirements, we provide comprehensive support that allows you to focus on your core strengths. Our expertise ensures your fund operates seamlessly while you maintain control of your issuer identity.
Roles & Responsibilities
These roles outline the key responsibilities involved in ETF services and help issuers understand the steps to launch an ETF. Sound Capital works with you to determine your level of involvement across each function.
Sound Capital serves as the primary adviser, overseeing fund operations, regulatory compliance, and strategic execution. Issuers benefit from our expertise while maintaining the flexibility to participate in oversight decisions that align with their objectives.
We manage portfolio construction, rebalancing, and investment oversight, or coordinate with your chosen sub-adviser. This ensures professional portfolio management that aligns with your fund’s strategy and performance goals.
Sound Capital facilitates trust structure selection and ongoing trust administration. We work with established trustees to ensure your ETF operates within the appropriate regulatory framework efficiently.
Access Sound Capital’s network of fund administrators, custodians, legal counsel, and compliance professionals. We help you select and coordinate with service providers who understand ETF operations and deliver institutional-quality support.
We guide market maker relationships, liquidity management, and trading desk coordination. Our capital markets expertise helps ensure efficient secondary market trading and supports your fund’s operational success.
Sound Capital provides distribution strategy guidance and marketing support, or you can lead sales efforts independently. We offer flexibility to match your firm’s capabilities while ensuring effective market positioning and growth.
