Stance Capital

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This determines what you see after signing in. You can only pick one per account.

For RIAs and wealth advisors

I advise clients

Contribute appreciated client portfolios in-kind to a new ETF without realising the gain.

  • Upload holdings and test the 25/50 rule
  • Model tax deferred before you commit
  • Track deadlines across every conversion

For ETF issuers and sponsors

I launch funds

List a Section 351 exchange and seed a new ETF with committed advisor assets.

  • Publish a fund and set contribution terms
  • Review inbound baskets for eligibility
  • Watch committed AUM against your target

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