Innovative Solutions for Today's Investor
Founded in 2018, F/m Investments is an asset management firm focused on fixed income and a recognized innovator in exchange-traded funds (ETFs). Our approach is built on a simple idea: identify where investors face unnecessary complexity or inefficiency and build an ETF to solve that problem. Whether we\’re giving investors precise access to a point on the Treasury yield curve, collapsing a multi-step trade into a single ticker, or developing more tax-efficient ways to access fixed income markets, every strategy we launch begins with a specific investor need in mind.
Our flagship US Benchmark Series anchors that approach: the first suite of single-security U.S. Treasury ETFs spanning the full curve, from 3-month T-Bills through 30-year Bonds. Beyond it, our lineup extends into cash management, municipal, and other strategies. We think of ourselves less as a fund company and more as a tools company — building the precise instruments that let professional investors do their best work.
Investors use F/m ETFs to:
- Manage strategic cash with single-tenor Treasury and bill exposures
- Target precise points on the Treasury curve to express rate views or build ladders
- Anchor allocations at a specific, known duration
- Add tax-aware municipal income to taxable accounts
- Replace individual bond positions with liquid, transparent, single-tenor ETFs
Featured Strategies
- TBIL — F/m US Treasury 3 Month Bill ETF
- SGVA — F/m Accumulator Ultrashort Treasury ETF
- UTEN — F/m US Treasury 10 Year Note ETF
- RBIL — F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
- CPAG — F/m Compoundr U.S. Aggregate Bond ETF
- ZMUN — F/m Ultrashort Tax-Free Municipal ETF
- ZHOG — F/m Opportunistic Income ETF
F/m Investments, LLC (\”F/m\”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability.
The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor\’s objectives and circumstances and in consultation with their financial professionals.
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. Read the prospectus or summary prospectus carefully before investing.
As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Interest rate risk is the risk of losses attributable to changes in interest rates. In general, if prevailing interest rates rise, the values of debt instruments tend to fall, and if interest rates fall, the values of debt instruments tend to rise.
Investments involve risk. Principal loss is possible.
Distributed by Quasar Distributors, LLC
