MUTUAL FUND DISTRIBUTION

Arbor Court is driven primarily by the opportunity to introduce your fund family to the major brokerage platforms on Wall Street as well as to the RIAs and Broker Dealers that will use your fund families in their practices. Arbor Court provides comprehensive agreement coordination to trade testing for each of your CUIPS with complete transparency on where we are in the setup process.

 

We help your fund target its best distribution opportunities and setup the necessary agreements and compliance reviews to get your fund family listed and sold to retail and institutional investors across the country. We do this through our extensive contact list on previously established dealer agreements as well as through those contacts that we have access to through our affiliation with Mutual Shareholder Services.  

 

Arbor Court and Mutual Shareholder Services work together to assure that we get your fund connected to the demand source, and minimize the time to your first sale.