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Tuttle appoints Citi to provide ETF fund services


Tuttle Tactical Management appoints Citi to provide ETF Fund Services for trend aggregation family of funds.Citi has been appointed by Tuttle Tactical Management to provide full ETF Services for its new Trend Aggregation family of ETFs: the Trend Aggregation US ETF (CBOE: TAEQ), Trend Aggregation ESG ETF (CBOE: TEGS), Trend Aggregation Dividend Stock ETF (NYSE: TADS), and Trend Aggregation Aggressive Growth ETF (NYSE; TAAG). 

Citi services include basket creation, fund accounting and administration, custody, fund compliance, and transfer agency services.

“Citi’s holistic approach and innovative ETF platform were core factors in our choice of service providers. We look forward to expanding our strategic partnership with Citi as we execute our future growth plans,” says Matt Tuttle, CEO/CIO of Tuttle Tactical Management.

“We are very pleased to support Tuttle Tactical Management in their ETF servicing needs. Citi is committed to providing end-to-end ETF solutions for innovative asset managers like Tuttle Tactical as we continue to invest in ETF capabilities across our Markets and Securities Services businesses,” says Dominic Crowe, North America Head of Citi’s Custody and Fund Services.

This new business expands Citi’s existing relationship with Tuttle Tactical Management where it has provided fund services to the Belpointe Asset Management Tactical Income ETF (TBND), which is sub-advised by Tuttle, since its launch in June 2019.

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