Innovative Solutions for Today's Investor
F/m Investments seeks to deliver efficient, transparent solutions to help investors and advisors achieve their investment goals.
Now available! The Compoundr Series ETFs from F/m Investments.
The first Fixed Income ETFs designed to address dividend tax drag.
Featured ETFs
Upgrade from Money Market Funds
F/m Investments’ US Treasury ETFs make it easy for investors to access short duration Treasury Bills backed by the full faith and credit of the U.S. government. Potential benefits include competitive yields, low volatility, intra-day liquidity, and a price that beats many money-market funds.
A Modern Approach to Inflation Protection
RBIL – the F/m Ultrashort Treasury Inflation-Protected Security ETF – is the first ETF designed to provide inflation protection with minimal interest rate risk. By holding TIPS with average duration well under one year, RBIL aims to safeguard purchasing power without the duration risk of traditional TIPS ETFs.
The US Benchmark Series – US Treasury Bonds Made ETF Easy™
Efficient, liquid access to each of the benchmark US Treasury securities. Each ETF holds the current US Treasury security that corresponds to its stated maturity – ten specific points along the yield curve, from three months to thirty years.
The US Credit Series – Investment Grade Bonds Made ETF Easy™
Efficient, liquid access to investment grade corporate bonds. Emphasizing newer issues to capture current market coupons and improved liquidity, the Credit Series ETFs help investors access investment-grade corporates with quality and precision.
Precision and Quality in High Yield
ZTOP – the F/m High Yield 100 ETF – is the first ETF that provides diversified exposure to the largest established issuers, who tend to issue a greater proportion of higher rated and/or secured high yield bonds. Targeting higher income levels with lower volatility than the broader high yield bond market, ZTOP is designed to participate in market upside and reduce losses during market downturns, delivering attractive risk-adjusted returns across market cycles.
Bonds Without the Tax Drag
The Compoundr ETF Series is a first-of-its-kind suite of ETFs designed to help investors grow their fixed income holdings - and compound their capital gains - without taking interest distributions that must be reinvested after paying income taxes.
Separately Managed Accounts
Institutional-grade investment solutions encompassing fixed income as well as equities -- tailored to meet our clients’ investment goals.
Mutual Funds
Mutual Funds delivering professionally managed portfolios built around rigorous research and time-tested investment processes.
