Services

Services Designed to Help Accelerate Growth

By leveraging our expertise of the opportunities offered by the ETF industry and its products, we've designed services that help financial advisors, RIAs, and ETF issuers grow, prosper, and succeed.

Growth Services for Advisors and Issuers

Sound portfolio management is the cornerstone of your success, but other foundational elements are key to accelerated growth. We welcome the opportunity to be your true partner by offering strategic planning, product development, precision marketing and consultative sales.

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We dive into your capacity for growth and assess your firm’s metrics on more than 100 growth factors. Based on this analysis, we work with you to design a comprehensive Tidal Growth Plan that encompasses key focus areas, required actions, a targeted timeline, a realistic budget, and milestone markers.

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To maximize the return on your growth investment, we execute processes and deliver tools that enable you to attain your growth trajectory within the projected timeline. We consistently monitor progress against key metrics to track your performance. 

Create Your Brand

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Advisors Services Platform

If you’re an independent advisor who is laser-focused on accelerated growth in a competitive environment, we help you launch your own branded services platform. You’ll have access to worldwide, renowned trading and custody services, multiple research avenues, propietary analytics tools, and a fully administered compliance program.

Beyond that, we remove the barriers that many advisors face when growing their firms.

    • Our marketing team will work on your branding, website, presentations, and social media presence.
    • Our administration team will seamlessly integrate human resources, accounting, billing, and vendor management.
    • Our sales team will consult on lead generations, referrals, and revenue shring plans.

Our platform, and your brand Powered by Tidal delivers full onboarding support in order to drive your firm’s growth.

Position Your ETF

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Outsourced Growth Programs

If you’re an ETF issuer eager to stand out from the crowded field of the 250+ETFs launchged in 2016, our Issuers OCGO service is ready to help.

Developed by seasoned financial services executives whose combined experience represents decades in the ETF space, our tools and methods are invaluable in navigating the ETF universe.

Taking a holistic approach, our advisory team experts initially focuses on strategy and business intelligence financial modeling and vendor selection, moving on to product development, the team examines your product pipeline, works on index development, and conducts testing focus groups.

To round out the service, the team develops sales and marketing strategies ranging from high-level planning to granular programs. This hands-on approach produces a track that positions your ETF for growth.

OCIO Services

A NEUTRAL THIRD PARTY ACTING AS YOUR INVESTMENT QUARTERBACK, FOR YOU TO FOCUS ON GROWING YOUR ADVISORY BUSINESS

We share our intellectual capital and breadth of experience to propel financial advisors onto a growth trajectory
through a five-pronged outsourced portfolio management structure.

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Portfolio Review

We begin with a live portfolio review that delivers instant actionable reommendations to improve the overall performance of your portfolios through the use of ETFs. By refining your portfolio to achieve your desired allocation in terms of geography, market cap, and style, we help you express your point of view. We advise you on security selection to enhance the valuation metrics of your portfolio, and conduct a deep ETF analysis to ensure that your macro or tactical opinion is properly expressed. 

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Technology

We share access to a unique ETF analytics technology platform to inform your investment management decisions. With tools ranging from a smart cost calculator and ownership influence instrument, to a tax swap overlap apparatus and discount scanner. You’ll gain insight into past, presente and future performance.

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Investment Strategy

By consulting on an ongoing basis, we help create a solid investment strategy that refocuses clients’ conversations from market trends to meeting their desired outcomes. We craft a tailored Investment Pölicy Statement that you can customize for each client based on his or her outcome goals.

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Value Proposition

We strive to identify your unique value proposition while constructing portfolios that exceed the risk-adjusted demands of your IPA and satisfying your most sophisticated clients. 

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Distribution

Our customized marketing efforts extend your reach to existing clients and new investors through newsletters, white papers, market analyses, blogs, and social media.