Who We Are
F/m Investments is a complete investment management firm with over 30 experienced investment management professionals striving to solve the real problems that challenge our clients.
Our diverse clientele includes financial advisors, consultants, pensions, endowments, foundations, and Taft-Harley funds.
We listen to our clients, learn about their needs, and bring forth investment solutions to address those needs with integrity, transparency, and efficiency.
Investment Strategies
A Platform for Innovation
F/m Investments has assembled a team of performance-driven portfolio managers from around the world and across asset classes. PM teams have joined us from Ziegler Capital Mangement, Genoa Asset Management, Oakhurst Capital and Integrated Alpha. Our strategies may be accessed via ETFs, Separately Managed accounts (SMA), and Mutual Funds.
Our People
Experience That Drives Results
At the helm of F/m Investments is a team of leaders who blend deep industry experience with a commitment to solving real-world investor challenges. Their decades of experience, data-driven insight, and bold thinking can help you navigate markets with clarity and confidence. Get to know the people turning conviction into results. Meet Our People
$18.00+ Billion
Total Assets*
*As of June 30, 2025
40.00+
Strategies across the equity and fixed income spectrum in a range of vehicles including ETFs, separately managed accounts, and mutual funds
70.00+
People and offices including Washington DC, Boston, Chicago, Milwaukee, and St. Louis