M3SIXTY
ADMINISTRATION

Fund
Solutions

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.

Ask An Expert

“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

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.

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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