Nottingham Experience
Nottingham takes a consultative approach to designing the optimal investment structure for each client.
We begin by reviewing investment objectives and potential investors to identify the best pooled investment vehicles, considering regulations, portfolio securities, investor demographics, and registration exemptions.
When broader investor access is desired, publicly registered vehicles may be suitable. We often recommend hybrid or customized solutions, supported by top legal counsel.
The attached case studies illustrate how we’ve helped clients solve complex investment structuring challenges –
your situation may be similar.
Nottingham News
It’s a wrap: Explaining ETF share classes to clients
"Dual-wrapper structures allow advisors to recommend the same underlying strategy in different formats depending on account type and client needs."
Nottingham seeks patent for ETF share class solution
Learn how Nottingham CEO, Kip Meadows, believes ETF Lighthouse provides a solution for ETF share class in this CityWire article
ETF Share Classes: Why SEC Approval Isn’t the Finish Line
Our CEO, Kip Meadows, shares an analogy of the operational issues faced by ETF share classes in an interview with