Model Delivery Portfolios | F/m Mutual Funds

Model Delivery Portfolios

Model delivery portfolios are one of the fastest growing technology-driven segments of asset management, enhancing investor access to innovative strategies. With model delivery, a professional portfolio manager transmits monthly or periodic buy and sell instructions to a technology-driven investment platform. The platform then executes trades on behalf of its investors. Model-delivery technologies provide a variety of potential benefits:

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Comparatively lower costs

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Access to institutional managers and strategies

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Greater control for advisors and home offices

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Direct investor ownership of securities

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Opportunity for tax management at the individual security level

F/m Investments offers a variety of strategies via model-delivery. Each model utilizes the same investment process our managers use for a mutual fund, institutional separate account, or private fund. Model portfolios are available only through sponsors of third-party separately managed account (SMA) and unified managed account (UMA) platforms.

MANAGERSTRATEGY/MODELMORNINGSTAR ID #
Integrated AlphaF/m Integrated Alpha Core Equity FocusedF00000UMX7
Integrated AlphaF/m Integrated Alpha Large Cap FocusedF00000UMWY
Integrated AlphaF/m Integrated Alpha All Cap FocusedF00000VTWO
Integrated AlphaF/m Integrated Alpha Long/ShortF000010UH4
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Washington, DC 20007

+1 202-839-4910

info@fm-funds.com

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F/m Investments
About

F/m Funds provides advisors and institutional investors with access to innovative investment strategies. We believe that active portfolio management by our boutique manager partners can produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals.

Carefully consider the investment objectives, risks, charges and expenses of the F/m Funds Trust before investing. This and other important information about the Funds can be found by downloading the Funds’ prospectus or Summary prospectus. To obtain copy of the prospectus, please call shareholder services at 800-292-6775.

Ultimus Fund Distributors, LLC (“UFD”), member FINRA, is the distributor for the funds of the F/m Funds Trust. F/m Funds Trust and Ultimus Fund Distributors, LLC are separate and unaffiliated.

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