WASHINGTON, April 30, 2024–(BUSINESS WIRE)–F/m Investments has completed its reorganization with Ziegler Capital Management (dba ZCM). Both firms are majority-owned by F/m Managers Group. This simplifies our brands and brings F/m Investments’ total assets to $14 billion dollars as of March 31, 2024 and offers clients and partners access to 40 plus strategies across ETFs, mutual funds, and separately managed accounts.
“With products like the US Benchmark Series® and the US Credit Series®, the F/m Investments brand has come to stand for innovative approaches to challenges faced by advisors and investors today,” said Alex Morris, CEO of F/m Investments. “The source of that innovation is a team of investment professionals operating until now under various brand names; this rebranding presents us as a collaborative team with shared values, all dedicated to delivering a consistent client experience.”
For over twenty years, ZCM has strived to be a respected name in the institutional and advisory space, building its reputation on what management believes to be high-quality strategies, accessible investment teams, and exceptional client service. The combined F/m Investments will continue to provide the same asset management services to clients, with access to more portfolio managers and products.
“I believe ZCM has been a great alternative for those organizations looking for a partner that combines strength of resources with personal attention,” said Craig Vanucci, Senior Managing Director at ZCM. “That spirit will remain as a unified brand.”
F/m Investments has established itself as a pioneer and innovator with the 2022 launch of the first single bond ETF via the US Benchmark Series, the pending SEC application for novel exemptive relief to obtain a mutual fund share class for its ETFs, and the recent launch the US Credit Series, the first truly investible credit index offering precise maturity exposure.
“In addition to the scale and efficiency that this combination will enable, we’re excited to operate under a unified brand that conveys our dedication to providing quality investment solutions to institutional investors, intermediaries, and advisors,” said Morris.
About F/m Investments
F/m Investments is a registered investment advisor and an affiliate of F/m Managers Group, a multi-affiliate asset manager and centralized distribution and operations platform. For more information, please visit www.fminvest.com.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004 or visit our website at www.ustreasuryetf.com. Read the prospectus or summary prospectus carefully before investing.
Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC
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Contacts
Tucker Slosburg
Lyceus Group
fmpr@lyceusgroup.com
206.635.4196