ETF marketing that turns attention in AUM
Be easier to buy, easier to hold, easier to recommend—without compliance headaches. Our fund marketing services help you reach high net-worth self-directed investors, Registered Investment Advisers (RIAs), and institutions with performance marketing built for finance. We specialize in fund marketing that drives measurable results while staying fully compliant.
The $10 Trillion Problem:
Standing Out in a Saturated ETF Market
The US market is beyond crowded—there are now more than 4,300 ETFs listed on US exchanges (in 2025), even surpassing the number of individual stocks. Demand is surging (ETF net share issuance hit $1.1T in 2024 and total ETF assets topped $10T), creating choice overload and raising the bar for clarity. Teams feel pressure to show flows while navigating compliance hurdles.
If your fund blends into the noise, advisors never shortlist it, DIY investors don’t add it to watchlists, and allocators pass.
Great funds get overlooked while slower peers win flows.
The better product should be easier to find and investors deserve clarity, not hype.
- Reach HNW Self‑Directed Investors & Active Traders
Target high‑intent cohorts on search, financial news, and investor communities. Drive watchlists, repeat exposure, and quality traffic when investors are researching, comparing, and reallocating.
- Advisor Demand
Earn attention from RIAs, wealth planners, and home offices with CE‑worthy content, LinkedIn ABM, and native placements. Turn discovery into Due Diligence Questionnaires (DDQs), meetings, and allocations.
- Institutional Adoption
Equip allocators and model strategists with allocator‑ready narratives, platform‑aligned summaries, and committee‑friendly explanations. Build familiarity, reduce friction, and win platform coverage.
- AUM Velocity
Out‑perform peers on the marketing side: compliant performance creative, conversion‑focused landing paths, model‑inclusion campaigns, and optimization tuned to allocation behaviors.
We've sat in your seat. We've helped fund issuers win attention with clarity, earn consideration with the right audiences, and increase AUM.
Years Experience
Measurable Outcomes
ETF/Asset Management Workflows
Our Partners
Testimonials
From Compliant ETF Awareness to AUM Growth Through Clear Metrics and ROI
Zero Company Performance Marketing has helped deliver meaningful improvements in key metrics and overall digital brand visibility, all while maintaining a high standard of compliance. Their reporting is structured, transparent, and grounded in clear performance benchmarks, which has made it easy for our leadership team to evaluate ROI and make informed decisions about budget allocation.
Justin Young
Co-Founder and CEO
Volatility Shares
Deliver meaningful improvements.
Zero Company has helped deliver meaningful improvements in key metrics and overall digital brand visibility, all while maintaining a high standard of compliance. Their reporting is structured, transparent, and grounded in clear performance benchmarks, which has made it easy for our leadership team to evaluate ROI and make informed decisions about budget allocation.
Justin
Volatility Shares
They always take my calls and are very responsive.
Great company to work with. Michelle and Amy always take my calls and are very responsive. This is not a company who will disappear on you and I really appreciate that! Thanks Zero Co!
Stacy
The Bio Clean Team
We got what we wanted in a very short time.
Zero Company took my business to new heights and we got what we wanted in very short time. My business grew to its full potential in very little time. I would recommend them to anyone who is starting up.
PriyankaPriyas Precious Moments
I've worked with Zero Company for almost 4 years now
I've worked with Zero Company for almost 4 years now with two different businesses. They are a top notch group for Google Adwords and SEO. I'd highly recommend for anyone looking to improve their SEO.
LukeRIGd Supply
Cutting Edge
Very professional team of experts. Their advice is cutting edge. Thank you!!!
Patti
Bookkeeping Service
Our Industry Expert
Michael Liwski
VICE PRESIDENT OF STRATEGIC PERFORMANCE
Michael Liwski, along with the expert team at Zero Company Performance Marketing, helps ETF and mutual fund issuers connect with institutional investors, wealth managers, RIAs, and retail audiences—and turn attention into AUM.
- An MBA (UC Irvine)
- Former PIMCO VP
- Series 7, 63, and 24 licenses holder
He led global marketing across seven regions and 19 product suites. At Zero Company, he pairs BLISS with precision media to drive qualified flows and lower CAC.
Popular Sessions:
AUM Growth • Launch Readiness Review • Post-Launch Acceleration
Advisor Demand Generation • Product-Page Conversion Rate Optimization (CRO)
Connect with the right investors to grow AUM.
Schedule an AUM Growth Session with Michael to pressure-test your story, audiences, and activation plan-then leave with a prioritized, compliance-ready roadmap.
How We Do It
Step 1 Diagnose
Audience mapping (HNW DIY, advisors, institutional), message house, competitive share-of-voice and intent gap analysis.
Step 2 Launch
Creative & compliant ad sets, channel mix (search, programmatic / financial news, LinkedIn ABM, video, native), tracking & dashboard.
Step 3 Scale
Optimize for allocation signals (watchlists, due-diligence downloads, advisor meetings), expand winning cohorts, grow share or flows.
What You Get
Audience Blueprints
HNW DIY, RIAs/Home Offices, Institutions
Channel Mix
Pay-Per-Click (PPC), Social, Connected TV (CTV)
Compliance-Ready Creative
Search, Social, Native, Video (through partners or referrals), Display Ads
Reporting Cadence
Customized performance reporting
Tracking
Marketing analytics + event signals
Budget Model by funnel stage
Data-driven budget allocation for every funnel stage
ETF Message House
Problem/solution, proof, positioning, objections, disclosures
Dedicated Strategist
Your compliance-savvy fund marketing expert
Trying to grow awareness—and allocations—for your ETF?
Request a free, customized ETF Growth Plan. We’ll map audiences, messages, and channels to accelerate AUM.
We have promoted more than 250 ETFs resulting in billion of assets under management (AUM).
The better product should be easier to find-and investors deserve clarity, not hype.
- Performance marketing since 2001
- Compliance-first creative & workflows
- Institutional-grade tracking & reporting
- ETF/asset-management experience
We listen first, then design campaigns that reflect your voice, your values, and what truly matters to your audience.
Master ETF Investing:
Download Our FREE Playbook
From beginner basics to advanced tax strategies, this playbook covers it all. Learn how ETFs can transform your financial future in one comprehensive resource.
Frequently Asked Questions
Dedicated workflows, review checklists, and disclosure libraries aligned to SEC/FINRA guidance; version control and audit trails.
Yes; ETFs, mutual funds, SMAs, models.
Watchlists, factsheet/kit downloads, advisor meeting requests, model‑inclusion wins, and flow proxies.
Typical pilots in 2–4 weeks after discovery and compliance alignment.
Yes: PM thought leadership, webinars, PR coordination, and site CRO.
