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Featured Deal
Our current highlighted 351 exchange opportunity to diversify tax-deferred
Brookmont Capital Management
Brookmont Dividend Growth Strategy ETF
Quality Dividend Growth for Long-Term Total Return
Estimated Launch: Q2 2026
Deal Summary
Ticker Symbol
BMDV
Issuer
Brookmont Capital Management
Investment Strategy
Quality Dividend Growth for Long-Term Total Return
Objective
Long-term Total Return by Investing in High-Quality U.S. Companies
Fee
0.75%
Effective Date
March 27, 2026
Why BMDV?
●Record of Outperforming Benchmark
●Focus on Sustainable Dividend Growth
●Quality Companies with Lower Volatility
●Experienced, Disciplined Management Team
Tax Advantage
Defer capital gains taxes and diversify seamlessly by exchanging concentrated stock positions into a diversified ETF through our 351 exchange strategy.
351 Exchange Calculator
Enter your investment positions to verify diversification requirements and estimate your capital gains tax deferral.
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Syndicated 351 Exchange ETF Launch History
Track record of successful ETF launches using syndicated 351 exchange assets across diverse sectors and investment strategies, delivering consistent value to our investors.
USEW
$185 M
Cambria Investment Management
Raised
BRNY
$120 M
Burneys Wealth Management
Raised
Upcoming ETF Launches
Be the first to know about new 351 exchange ETF opportunities with detailed launch information.
Portfolio Analysis Tools
Use our software to create a basket of securities to contribute that maximize capital gains tax deferral and meet diversification requirements.
Simple Dashboard
Manage several client accounts and access all your investment information, documents, and information all in one dashboard.
See How
ExchangiFi Works
Watch a short demo video and learn the key rules for participating in a 351 tax-deferred exchange.
25/50 Diversification Rule
Be the first to know about new 351 exchange ETF opportunities with detailed launch information.
Intraday Liquidity
Use our software to create a basket of securities to contribute that maximize capital gains tax deferral and meet diversification requirements.
Fund Strategy Alignment
Use our software to create a basket of securities to contribute that maximize capital gains tax deferral and meet diversification requirements.
Get in Touch
Ready to transform your portfolio? We're here to help.
Info@exchangifi.com
+1 (561) 206-2416
2000 PGA Blvd. Palm Beach Gardens, FL 33408
Office Hours
Monday - Friday
9:00 am - 6:00 pm
Saturday
10:00 am - 2:00 pm
Sunday
Closed