A ticker is easy to list and hard to grow. We market ETFs the way money actually moves now: digital-first, advisor-centric, and compliant by design. Positioning, thought-leadership content, and paid campaigns built to win attention from advisors and allocators, then convert it into net inflows and AUM.
Book an ETF marketing call →An illustrative first year. Same fund, same ticker. The only variable is a digital-first, compliant launch working through the window that decides how a fund is perceived.
Strategy, content, and paid distribution under one roof, all built to clear compliance the first time. No handing your launch between a brand shop that can't spell FINRA and a media buyer who's never seen a fact sheet.
A story an allocator can repeat in one sentence. We sharpen the why-this-ETF-now: the strategy, the index or thesis, and the exposure it gives a portfolio, before a single ad runs.
Reach the people who actually allocate. Audiences built by role, firm, and AUM threshold, so spend lands on RIAs, wirehouse advisors, and institutional gatekeepers, not retail noise.
The educational engine that earns trust: whitepapers, fact-sheet design, market commentary, explainer video, and investment-grade infographics that demonstrate expertise instead of just pitching.
Pre-launch teasers and first-90-days pushes across LinkedIn, Meta, and programmatic. Built to drive advisor engagement, fact-sheet downloads, and the early volume that signals a fund is real.
Every asset drafted for FINRA Rule 2210 and the SEC Marketing Rule from the first word, with review baked into the calendar. We work with your CCO, not around them, so launches don't stall in legal.
The line from impression to inflow. We tie campaign data to fact-sheet downloads, site visits, and the AUM curve, so you can see what the marketing actually moved, not just what it spent.
A named plan with dates, deliverables, and a compliance path agreed before we start. Every line below is scoped up front, not invoiced as a surprise later.
Most ETF launches stall for one of two reasons: the marketing ran the old mutual-fund playbook and never reached a digital-native advisor, or the creative was so cautious it said nothing, or so bold it never cleared compliance. You list the fund and wait for flows that don't come.
We plan the launch as one system: positioning, content, paid media, and compliance moving together against a net-inflows goal. You get a distribution plan you can hand to your board, and creative that's cleared before the listing date, not after it.
ETF flows are won in a narrow window. We work backward from the listing date so the story, the content, and the compliance clearance are all ready before day one, not scrambling after it.
We pin down the positioning, the allocator audience, and the channel mix, then agree a compliance path with your CCO. Output is a distribution plan, a content calendar, and a fixed scope.
Fact sheet, whitepaper, video, landing pages, and ad creative, all drafted for 2210 and the Marketing Rule and run through review so nothing waits on legal at launch.
A 2 to 4 week teaser warms advisors before the ticker lists, then the launch campaign drives engagement and volume through the window that decides how the fund is perceived.
Always-on content and paid keep the fund visible to advisors between campaigns, defend the AUM you've gathered, and compound the flows over the quarters that follow.
Anyone can issue a press release and buy a trade-publication banner. The gap shows up on the AUM chart, in the quarters after the listing bell.
A boutique issuer listed a thematic growth ETF into a crowded category with no track record to point to. We led with the thesis instead of performance, ran a three-week advisor teaser before the bell, and pushed a compliance-cleared campaign across LinkedIn and programmatic through the first 90 days. Every asset cleared review the first time, and the fund gathered assets steadily instead of spiking and fading.
The platforms advisors and institutions actually use, wired to a compliance workflow and attribution that ties spend back to flows.
ETF marketing leans on the same disciplines we run for every client. These channels make an advisor campaign compound instead of stand alone.
Book a free 30-minute call. We'll pressure-test your positioning, map the advisor audience worth reaching, and show you what a compliant, digital-first launch looks like for your ticker.