M3SIXTY
ADVISORS
Institutional Investment
Management
We are a boutique investment firm providing customized and comprehensive equity, fixed income and alternative asset management strategies for individuals, family offices, foundations, endowments, pensions and other institutional clients. We listen, understand, and put our client needs first to build an appropriate long-term solution for your assets. M3Sixty Advisors’ distinct investment style may serve as a compliment to traditional asset managers.
M3SIXTY
ADMINISTRATION
Fund
Administration
We operate as an extension of your firm, offering the full range of fund administration, transfer agency, fund accounting and compliance services. Whether it’s a new fund launch, conversion or complex tax and regulatory reporting, our dedicated team will deliver the resources and solutions that provide you with customized services to meet your specific needs. M3Sixty strives to help our clients control costs, increase efficiencies and minimize risk.
MATRIX 360
DISTRIBUTORS
Underwriting And
Distribution
In addition to providing customized, dependable and consistent support to our clients, our seasoned investment management professionals know the market, the regulatory environment and the challenges of marketing and distribution. From execution of selling agreements to advertising review and filings, you will find them an indispensable member of your team.
