M3Sixty - Institutional Investment, Mutual Fund, Underwriting & Distribution

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.

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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.

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QUESTIONS ABOUT FINANCIAL SOLUTIONS? ASK OUR EXPERTS.

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FLEXIBLE

We treat each client uniquely with our flexible approach to services and solutions.

EXPERIENCED

Large firm experience, working in a boutique environment to be responsive to a variety of needs

CLIENT CENTRIC

We ensure the customer is at the center of our business’s philosophy, operations and ideas.

TAILORED SOLUTIONS

Customized solutions to meet your specific needs, drawing from our spectrum of financial products.

“The launch of our first mutual fund, and our partnership with M3Sixty, has exceeded our expectations. We are excited to launch our second fund, and expect to see similarly impressive results for investors and our partners.”

Gary Stringer • Chief Investment Officer, Stringer Asset Management

Recent News

M3Sixty Administration to support Crow Point Partners’ Family of Mutual Funds

m3sixty 2018-01-02T22:45:44+00:00 January 6th, 2017|0 Comments

On October 14th, 2017 M3Sixty successfully converted the flagship funds of Crow Point Partners, headquartered in Hingham, MA.The three funds to be serviced by M3Sixty will be: –The Crow Point Alternative Income Fund (AAIFX), –The Defined Risk Global Equity Income [...]

LET’S WORK TOGETHER

We have a vested interest in the success of our clients; we operate as an extension of your firm; finding efficiencies in operations, reduction of expenses, and the reduction of risk. We offer a full range of fund administration, transfer agency, fund accounting and compliance services. Whether developing a new fund, a service conversion, or complex regulatory reporting; M3Sixty’s team with the highest level of industry experience will deliver the resources and solutions that ensure our collective success.

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M3SIXTY ADMINISTRATION

Fund Administration

MATRIX 360 DISTRIBUTORS

Underwriting And Distribution