Launch Your Mutual Fund or ETF for a Fraction of the Cost
Celebrating 25 Years Helping RIAs and Money Managers Succeed with Registered Funds
Since 2001, Premier Fund Solutions has helped registered investment advisors and money managers launch mutual funds and ETFs, whether you manage $50 million or $50 billion in assets.
We deliver a fully inclusive mutual fund launch — legal, SEC filings, prospectus, and investor materials — at a cost significantly below industry standards.
This isn't a shortcut. It's 25 years of process refinement, built to make institutional-quality fund formation accessible.
Our Mutual Fund and ETF Services
From fund startup to full administration, Premier Fund Solutions provides everything you need to launch your mutual fund or ETF:
Mutual Fund Startup & Development
Launch your mutual fund with expert guidance through every step of the process. Our team handles the complexity of fund organization, service provider coordination, and regulatory requirements so you can focus on your investment strategy.
SEC Filings & Fund Registration
Complete SEC filing services and fund registration handled by professionals with over 50 years of combined experience. We ensure your N-1A, prospectus, SAI, and ongoing filings meet all regulatory requirements.
SMA to ETF Conversion (351 Exchange)
Convert your Separately Managed Accounts to an ETF structure using a tax-deferred Section 351 exchange. This allows your investors to defer capital gains taxes during the conversion while gaining the tax efficiency, liquidity, and operational benefits of the ETF wrapper.
Fund Cost Analysis
Comprehensive cost analysis to maximize value and minimize expenses for your fund. We help you understand true operating costs and identify opportunities to reduce your expense ratio.
Full-Service Fund Administration
End-to-end administrative services tailored to your fund's specific needs, including fund accounting, compliance monitoring, shareholder services, and regulatory reporting.
Why RIAs Choose Premier Fund Solutions
Premier Fund Solutions is unlike any other mutual fund service company. We bring experts in all aspects of mutual fund management and operation together with a cost-conscious approach that makes fund launches accessible to advisors managing $5 million or more in AUM.
25+ Years of Mutual Fund Experience
We started registering mutual funds with the SEC in 1998 and have built lasting relationships with RIAs and money managers nationwide. Our team continues to oversee and support funds across the country.
Significant Cost Savings
Launch your fund at a cost significantly below industry standards, putting mutual fund creation within reach of nearly any fee advisor or investment manager.
Expert Team with 50+ Years Combined Experience
From SEC regulatory filings to fund accounting, from compliance oversight to tax preparation, our professionals bring deep expertise across every aspect of mutual fund operations.
Customized Solutions for Your Strategy
We tailor our services to meet your specific investment strategy needs, whether you are launching a single fund or building a multi-fund complex.
Dedicated, Personal Support
You will work directly with our senior team, not junior staff. We provide personal attention and proactive guidance through every aspect of fund management.
Our Commitment to Your Success
Maximizing your growth while keeping costs to a minimum since 2001. We offer diversified fund solutions, customized strategy approaches, and cost-effective operations. We work with trusted partners in fund accounting, transfer agency, legal counsel, and audit services to deliver comprehensive support for your fund.
Contact Premier Fund Solutions
Ready to launch your mutual fund or ETF? Contact Jeff Provence today for a free consultation.