Unlock Tax Efficiency with SMA to ETF Conversion - 351 Exchange

At Premier Fund Solutions, we’ve spent over 25 years helping asset managers navigate complex financial landscapes. Our experience and tailored solutions make us the trusted partner for enhancing your portfolio’s performance and tax efficiency. Now, with the 351 Exchange, we offer you a seamless path to convert your Separately Managed Accounts (SMAs) into Exchange-Traded Funds (ETFs), unlocking a range of compelling benefits.

Here’s why you should consider converting with Premier Fund Solutions:

1. Tax Efficiency & Deferred Gains

The 351 Exchange allows your investors to defer capital gains taxes during the conversion from an SMA to an ETF.  The 351 Exchange allows your investors to take full advantage of tax benefits, so you can focus on what truly matters—growing your investments.

2. Simplify Portfolio Management

We know how to help you streamline your investments.  By converting to ETFs, you’ll gain access to better liquidity, enhanced diversification, and simplified rebalancing, all while leveraging the efficiencies that only ETFs can offer.

3. Lower Costs, Greater Value

At Premier Fund Solutions, we understand the impact of fees on your bottom line.  ETFs typically have lower expense ratios than SMAs, and with our expertise, we’ll help you minimize costs and optime your portfolio management fees.

4. Better Diversification & Flexibility

ETFs provide can provide broader exposure to securities, sectors, asset classes, ensuring your portfolio is more diversified than ever before. With our 25 years of experience, we’ll help you achieve a well-balanced, flexible investment strategy through ETFs.

5. Lower Transaction Costs

Transitioning from an SMA to an ETF can help you reduce the costs associated with frequent rebalancing and trading commissions. ETFs are a more cost-effective solution that allows for smoother execution and lower transaction fees, allowing you to retain more of your gains.

6. Seamless Conversion Process

Our 25 years of experience in managing complex financial transactions ensure that your SMA-to-ETF conversion is effortless. The 351 Exchange process is smooth, with no need for immediate asset sales, helping you avoid unnecessary taxable events and giving you a clearer path to tax-advantaged growth.

Why Choose Premier Fund Solutions?

With 25 years of experience, we’ve built a reputation for providing our clients with expert guidance and personalized investment strategies. By leveraging the 351 Exchange, we give you a unique opportunity to enhance the efficiency of your portfolio, minimize tax exposure, and take your investment strategy to the next level.

Ready for a Tax-Efficient Investment Strategy?

Convert your SMA to an ETF with Premier Fund Solutions and unlock the full potential of your portfolios. Maximize returns, reduce taxes, and simplify your investment strategy.

Contact us today to explore how the 351 Exchange can work for you.