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 […]

Full Profile ...

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 […]

Full Profile ...

ANDRAS TELEKI

CHIEF LEGAL OFFICER & HEAD OF COMPLIANCE

Andras Teleki serves as our Chief Legal Officer and Head of Compliance and is responsible for all internal and external firm legal and compliance matters. Andras is a former partner at K&L Gates where he worked from 2001 to 2015 before leaving to join M3Sixty. His practice focused on regulatory and compliance issues facing registered […]

Full Profile ...

Anne C. Moberg, CFA

VICE PRESIDENT FUND ADMINISTRATION AND ACCOUNTING

Anne C. Moberg, CFA and Vice President of M3Sixty oversees Fund Administration and Accounting.  She previously served as Chief Operating Officer of  Cognios Capital, LLC.  Prior to Cognios, Ms. Moberg was Senior Vice President of Scout Investment Advisors responsible for institutional client services.  Prior to working at Scout, Ms. Moberg was Treasurer of Kansas City […]

Full Profile ...

STEVE ROBERTS

CHIEF COMPLIANCE OFFICER, MATRIX 360 DISTRIBUTORS

Mr. Roberts brings over 20 years within the securities industry to his role overseeing all compliance activity to Matrix 360 Distributors, the exclusive underwriter & distributor for M3Sixty Administration clients. He served as an industry regulator in his capacity as a FINRA Senior Compliance Officer and later as the CCO for a dually registered broker/dealer. […]

Full Profile ...

TED L. AKINS

VICE PRESIDENT OPERATIONS

Ted Akins is the Vice President of Operations for M3Sixty Administration, LLC. He started his investment services career over 20 years ago at BFDS Midwest in Kansas City. During his tenure at BFDS he managed key client relationships such as Wells Real Estate (REIT’s), TIAA-CREF 529 College Savings Plans, PIMCO Funds, Dodge and Cox Funds, […]

Full Profile ...
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.