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About Us 2017-11-11T01:42:08+00:00

WHO ARE WE?

  • A privately-held , independent financial services firm dedicated to supporting the mutual fund industry.
  • Founded in the 1990’s as a broker-dealer and continue to provide dedicated medallion brokerage and distribution services to clients through our wholly-owned subsidiary, M3Sixty Distributors.
  • As a complement to the registered broker-dealer, M3Sixty evolved into a mutual fund administrator offering accounting, transfer agency, administration, advisory oversight and compliance services to 1940 Act registered funds.
  • Client-centric provider of fund services, our team is supported by relationships with industry-leading technology partners that deliver creative solutions unique to each client’s need.
  • In addition to our funds and service offerings, we feature two shared series trusts for managers seeking a turnkey facility to support their funds.

M3SIXTY OPERATES AS AN EXTENSION OF YOUR FIRM

M3Sixty understands the challenges of growing and thriving in this competitive and highly regulated environment. To succeed, you need a service-oriented partner that provides superior, user-friendly technology, wide-ranging industry expertise and a truly customizable business model. M3Sixty is built around these priorities.

Our team of industry experts has worked with some of the biggest companies in the business. We know what works, and how to help our clients execute.

We value our relationships. Your goals are our priority, and we strive to help you meet the day-to-day needs of the investor and fund manager. M3Sixty operates as an extension of your firm, propelling your business.

OUR ADVANTAGES

  • Our team of seasoned professionals brings large firm experience to a boutique environment that delivers exceptional service to maximize client returns.
  • We do it with an entrepreneurial mindset that eliminates bureaucracy, promotes flexibility and enables creativity to meet the complex demands of this dynamic sector.
  • Our enthusiastic support of actively managed funds is evidenced by our cost structure which leverages a deep talent pool in the greater Kansas City metropolitan area to mitigate the risk of fund launches and accelerate the path to profitability.
  • Our efficient model enables clients to receive uncompromising service at a value price.
  • Complete service offerings which provides best in class service platform to registered mutual fund launch and ongoing operational and compliance support.

MEET OUR TEAM

RANDY LINSCOTT

CEO & MANAGING MEMBER

Randy serves as an Interested Trustee on each of our shared series trusts, M3Sixty Funds Trust (“MFT”) & 360 Funds Trust (“360”) and managing member of the holding company (M3Sixty Holdings, LLC). In addition, he serves as President and Chairman of the Board of MFT and President of 360. Before joining M3Sixty, Randy spent the […]

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BRANDON BYRD

CHIEF OPERATING OFFICER

Brandon Byrd is charged with leading all day-to-day operations for each of M3Sixty’s lines of service.  Brandon serves as M3Sixty’s Chief Operating Officer and brings over sixteen years’ experience in the transfer agency space.   Brandon joined M3Sixty after spending thirteen years at BFDS, most recently as a client service officer responsible for the daily firm […]

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ANDRAS TELEKI

CHIEF LEGAL OFFICER

Mr. Teleki is responsible for all internal and external legal and regulatory matters. Prior to joining M3Sixty, he worked at K&L Gates Partnership (2001-2015). Mr. Teleki received his Juris Doctorate from Tulane Law School in 1998 and is admitted to practice in New York and the District of Columbia. He is a frequent speaker on […]

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GREG SCHOOFS

CHIEF FINANCIAL & MARKETING OFFICER

Mr. Schoofs oversees all accounting and financial matters of M3Sixty Advisors, LLC, in addition to business development. He has 20 years’ experience in finance including 10 years as a commercial loan officer followed by 8 years as the CFO of an international government contractor. Mr. Schoofs holds a Master’s in Economics with distinction from George […]

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STEVE ROBERTS

CHIEF COMPLIANCE OFFICER

Mr. Roberts oversees all compliance activity of M3Sixty Advisors, LLC. He joins M3Sixty bringing over 20 years of experience within the securities industry inclusive as a FINRA Senior Compliance Examiner and CCO at a dually registered broker/dealer. Mr. Roberts attended the Bloch School of Management at the University of Missouri at Kansas City.  His current […]

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TED L. AKINS

VICE PRESIDENT OPERATIONS

Ted is Vice President of Operations with M3Sixty Administration. In this role Ted leads an experienced team providing all aspects of fund accounting, fund administration and Transfer Agent support to our mutual fund advisors and their customers. Prior to M3Sixty Administration, Ted spent 13 years at BFDS as an Operations Manager and a Client Relationship […]

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JUSTIN DUMKE

DIRECTOR OF PRODUCTS & SOLUTIONS

Justin Dumke coordinates all business development activities for M3Sixty Administration.  He brings significant experience on the operations side to assist clients and prospects looking for creative, cost-effective solutions that leverage M3Sixty’s flexible platform. Before joining M3Sixty, Justin spent the previous three years as the Director of Operations and Compliance (Assistant Chief Operating Officer) at Meeder […]

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WE’RE RECRUITING

“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

FINANCIAL MINDS. LATEST PUBLICATIONS.

  • Dela Parola

M3Sixty supports the Della Parola Equity Strategy Mutual Fund Launch

January 6th, 2017|0 Comments

Della Parola (“DP”), in conjunction with M3Sixty Administration, LLC ("M3Sixty") announces the launch of the Della Parola Risk Optimized [...]