Advisory Excellence
The Foundation of Technical Architecture
ET Foundries serves as a specialized technical architect for institutional ETF and SMA conversions. We provide independent advisory and execution support for investment managers, RIAs, and wealth platforms converting SMAs or mutual funds into ETFs via Section 351 exchanges.
Distinguished by an uncompromising commitment to compliance and detail, we partner with clients to navigate complex stakeholder landscapes to deliver seamless fund transitions. We manage rigorous screening protocols, streamline regulatory documentation, and adhere to strict governing timelines, providing asset managers with the precision architecture required to maintain institutional integrity and achieve optimal market placement.
Our
Services
Conversion & Migration
Launch
Advisory & Sub-Advisory
Execution
Technical architecture for tax-efficient portfolio transition and investor or shareholder custody migration services. We manage technical re-registration to ensure neutrality and minimal market impact.
Strategic frameworks for operationally sound ETF launches. We provide the institutional roadmap and technical coordination required for seamless market entry and successful exchange listings.
Independent sub-advisory services and expert consultation for high-stakes institutional fund transitions. We leverage real-world scale and experience to solve operational complexities for managers.
Precision project delivery focused on real-world execution certainty. We enforce rigorous compliance frameworks to ensure institutional integrity and regulatory alignment throughout the fund lifecycle.
Investor Custody migration
Rigorous technical architecture for the migration of investor and shareholder custody. We coordinate re-registration across global custodians to maintain institutional integrity and neutral transition outcomes.
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OFFICE
Mountain View, CA 94040
United States
info@etfoundries.com