Nomination 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), today announced the firm has been selected by MMI/Barron’s as a finalist for Asset Manager of the Year (Retail Advisory AUM < $25B) at the 2025 MMI/Barron’s Industry Awards. This award recognizes asset managers delivering breakthrough solutions that empower advisors and investors through innovation and execution.

“This nomination confirms our core belief 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 “Whether we’re launching category-defining ETFs or challenging outdated industry structures, our goal is the same: build practical tools that improve outcomes and expand access for all types of investors.”

F/m has earned a reputation as an industry-leading innovator with impactful new products such as RBIL, the first ultrashort TIPS ETF, ZTOP, a high-yield ETF targeting the 100 highest-quality issuers, and TBIL, part of the US Benchmark Series providing ETF-easy access to US Treasury securities. F/m also has petitioned the SEC to approve for the first time ever the addition of a mutual fund share class to the firm’s ETFs, with the goal of enhancing flexibility for advisors and investors. These efforts complement the firm’s growing ETF suite, which has surpassed $8 billion in AUM in under three years.

With a track record of executing quickly on advisor needs, F/m continues to redefine fixed income investing with solutions designed for simplicity, transparency and efficiency. The firm’s product strategy and 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 is a $18 billion investment firm providing diversified investment strategies to advisors and institutional investors across asset classes, markets, and styles. 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.

F/m Investments LLC is an SEC-registered investment advisor. Registration with the Securities and Exchange Commission does not imply a specific level of skill or training. Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC.

F/m Investments LLC was nominated for the 2025 MMI/Barron’s Asset Manager of the Year Award. F/m Investments, LLC (“F/m”) did not pay to be nominated. The winners will be announced at MMI’s annual conference on October 16, 2025.

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