The Nottingham Difference
Financial technology engine behind your pooled investment vehicles
EXPERTISE ON THE BACK END TO OPERATE YOUR STRUCTURE IN THE MOST COST EFFECTIVE AND EFFICIENT MANNER.
CONSULTATIVE APPROACH ON THE FRONT END TO HELP YOU DETERMINE THE BEST POOLED INVESTMENT STRUCTURE FOR YOUR SITUATION.
After completing the first ever multi-class open end mutual fund to ETF conversion in early 2021, Nottingham got together to speak with Greg Rutherford (Founder of Adaptive Investments), Terry Davis (Shareholder with global law firm Greenberg Traurig), and Pete McCabe (COO of Nottingham) to get their thoughts and insights on the conversion.
Whether you want to market your strategy to a wider or different target client, or you want to combine accounts for efficiency, there are many options for pooling investment assets. Your solution might be a(n):
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- Exchange Traded Fund (ETF)
- Open-end mutual fund (40 Act)
- Closed-end interval fund
- Private investment fund (non-registered or hedge fund)
- Collective Investment Trust
- Local Government Investment Pool
- Foundation or endowment exempt investment pool
Nottingham avoids presuming that one size fits all. Rather, we listen first and then suggest which vehicle will best meet your needs. Consultative problem-solving backed by more than three decades of experience is the Nottingham difference.
Nottingham Services
Nottingham News
Investing in Pot Stocks – Are They On Fire… Or Going Up In Smoke
Interested in investing in cannabis but don't know where to start? Learn more from Nottingham CEO, Kip Meadows, about investing
First-Time Managers Drive New Kind Of ETF
ETF.com By: Dan Mika December 28, 2021 For decades, the exchange-traded fund has been synonymous with index-based strategies and issuers
New Fund of Funds Rule – Compliance Date Fast Approaching…
By Matt Baskir Included within the frenetic activity of new rulemaking last year, in October 2020, the SEC announced changes
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Our thirty-plus years of fund consulting and administration experience provides the resources you need for fund structure design and cutting-edge fund administration technology. We avoid cookie-cutter solutions, listening first and advising second.