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 create fully customized fund structures to unitize your model portfolios and investment strategies.


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


Take the next step to true independence