The award highlights F/m’s innovation in fixed income ETFs, regulatory leadership, and commitment to building practical tools for advisors and investors.

F/m Investments (“F/m”), an $18 billion investment firm and innovative provider of exchange-traded funds (ETFs), has been named Asset Manager of the Year (Retail Advisory AUM < $25B) at the 2025 MMI/Barron’s Industry Awards. The award recognizes asset managers that offer breakthrough solutions, empowering advisors and investors through innovation and execution.

“This award is a great honor for the F/m team and supports our conviction that fixed income doesn’t have to be complex to be powerful,” said Alex Morris, CEO of F/m Investments. “Whether we’re launching category-defining ETFs or challenging outdated industry structures, we keep the same objective in mind: build practical tools that improve outcomes and expand access for investors.”

F/m earned the Asset Manager of the Year designation with meaningful product and regulatory advancements, including the launch of RBIL, the first ETF focused on ultra-short Treasury Inflation-Protected Securities (TIPS); ZTOP, a high-yield ETF targeting only the 100 most liquid and highest-quality issuers; and a first of its kind SEC filing to enable ETF and mutual fund share classes to coexist under a single trust, enhancing flexibility for advisors and fund managers alike.

These efforts complement the firm’s growing ETF suite, which has attracted more than $8 billion of AUM in under three years. F/m’s line-up of ETFs includes TBIL, the increasingly popular US Treasury 3 Month Bill ETF, as well as nine other US Treasury ETFs to cover the yield curve from three months to 30 years.

With a track record of executing quickly on advisor needs, F/m continues to redefine fixed income investing through simplicity and structure-first innovation. The firm’s product strategy and media-driven thought leadership have helped advisors navigate evolving macro conditions, manage inflation risk, and optimize portfolio construction across market cycles.

About F/m Investments

F/m Investments, founded in 2018, is an independent asset management firm and a recognized innovator in exchange-traded funds (ETFs). The Firm offers a growing suite of ETFs, as well as mutual funds and separately managed account strategies, designed to meet the evolving needs of financial advisors, institutions, and individual investors. For more information, please visit www.fminvest.com.

Investors should consider the investment objectives, risks, charges, and expenses 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.fminvest.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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