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M3Sixty Advisors 2017-05-08T18:18:11+00:00

M3Sixty Advisors a boutique investment management firm intensely focused on client service, concentration of conviction with long holding periods and operational excellence.  Our affiliation with M3Sixty Administration’s expertise allows our investment management team to focus exclusively on our clients and alpha generation.  We offer clients high active share products that are benchmark-agnostic in the short-term with lower turnover & longer holding periods than industry norms. 

STRATEGIES

Fixed Income

  1. Short Duration – Tactical, top-down approach seeking undervalued sectors while avoiding overvalued ones within the front part of the yield curve.
    • Non-traditional approach with an emphasis on total return and current income
    • Disciplined investing through duration management, sector and quality rotation
    • Lead portfolio managers with over 32 years of combined investment experience
  2. Total Return – Tactical, top-down approach seeking undervalued sectors while avoiding overvalued ones across various fixed income sectors across all portions of the yield curve.
    • Non-traditional approach with an emphasis on total return and current income
    • Disciplined investing through duration management, sector and quality rotation
    • Lead portfolio managers with over 32 years of combined investment experience
  3. Enhanced Liquidity – Seek potentially higher returns and greater current income than money market funds while emphasizing preservation of capital and liquidity needs.
    • Focus on safety, liquidity and risk management
    • Conservative approach balancing client income and operating needs
    • Lead portfolio managers with over 32 years of combined investment experience

Equity

Global Concentrated Growth – Seeks to achieve positive excess returns above benchmark over a full market cycle through high conviction concentration of positions and long holding periods.

  • Time-tested approach of the ability to shift between secular growth stocks and opportunistic growth stocks
  • Bottoms-up fundamental stock selection process in conjunction with a top-down macro awareness
  • Lead portfolio manager with over 22 years of investment experience

Multi-Asset

Absolute Return Global macro approach seeks to capture consistent positive return in both improving and deteriorating markets.

  • Benchmark agnostic in nature, this flexible and complementary strategy invests long and short in equities, fixed income and currencies
  • Pursues positive, incremental total return through asset allocation, sector rotation and security selection
  • Lead portfolio managers with 40 years of combined investment experience

SOLUTIONS

Liability Driven Investing

  1. The art and science of liability driven investing starts with identifying the right strategy unique to each client.  Specific solutions are developed to align asset allocation and risk to the timing of cash flows.  This minimizes liquidity risk and maximizes the absolute return potential.
  2. Our challenge is to formulate an investment strategy based on the risk profile and operating needs of the client in combination with our short, intermediate and long term outlooks for the global macro environment.  Our approach seeks to determine the costs and benefits of various opportunities to develop the optimal investment strategy.

Client-Driven Portfolios

  1. Our experienced investment team will work with each client to design a custom strategy driven by the client based on their investment and operating needs.  We strive to understand all of the various objectives, liabilities, risk tolerances and constraints.
  2. Client-driven solutions are combined with our tactical portfolio management approach to maximize investment performance and minimize portfolio risk.
  3. Customization may take many forms.  Considerations such as performance objectives, asset class allocations, risk tolerance, time horizons, portfolio risk metrics and constraints may be incorporated into each solution.

Environmental, Social & Governance (ESG) Strategies

Please contact us to discuss this area of importance to you.

ADVANTAGES

What are the M3Sixty Advisors advantages?

  • M3Sixty Advisors is a boutique investment firm devoted to alpha generation and client servicing.  We leverage best in class third party data analytics and system providers for our front, middle and back offices, delivering all facets of operational support through our established full service mutual fund service provider, M3Sixty Administration.
  • Privately held ownership, in addition to the synergies of our internal teams, align our goals with clients who value long-term performance over short-term metrics such as AUM targets and quarterly earnings reports.
  • Our culture-oriented, team based executives are committed to long-term performance measurements who understand that chasing short term performance is counter-productive.
  • Fixed income & equity professionals with similar large institutional backgrounds who are united in the belief that concentration of conviction and longer holding periods deliver above average returns.

INVESTING EDGE

The M3Sixty Advisors advantages leads to our investing edge.

  • Our unique investment approach challenges today’s conventional thinking with a determination to provide our clients with the solutions they need.
  • We believe that a high-conviction concentration of investments brings focus & discipline leading to larger alpha outcomes over time vs. holding more securities to mimic and reduce “risk” to a benchmark.
  • Longer holding periods and lower turnover prevent short term price reactions providing our clients’ portfolios the time necessary for the investment thesis to execute.
  • Our concentrated and benchmark-agnostic approach allows us to deliver the best innovative solutions for our clients.