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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 & 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 […]

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GREG SCHOOFS

CHIEF FINANCE & MARKETING OFFICER

Greg Schoofs coordinates marketing and business development activities for M3Sixty. In addition, he is the primary contact for banking, accounting, and other financial matters as the Chief Financial Officer. 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 […]

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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. […]

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TED L. AKINS

VICE PRESIDENT OPERATIONS

As Vice President of Operations Ted leads an experienced team of industry professionals providing all aspects of fund accounting, fund administration and Transfer Agency support to our mutual fund advisors and their customers. Prior to joining M3Sixty Administration, Ted spent 13 years at BFDS as an Operations Manager and a Client Relationship Liaison. During this […]

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JUSTIN DUMKE

CHIEF PRODUCTS & SOLUTIONS OFFICER

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.

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

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 [...]