F/m Investments Wins Second Consecutive ThinkAdvisor Luminaries Award for Innovation

Award recognizes F/m's work building fixed income ETFs that solve real portfolio problems for advisors

WASHINGTON--(BUSINESS WIRE)--F/m Investments (https://www.fminvest.com/) ("F/m"), an $18 billion investment firm and ETF provider, was named Winner in the Product or Service Innovation category at the 2025 ThinkAdvisor Luminaries Awards. This firm-level award honors organizations advancing how the industry serves advisors and investors through product design and measurable impact. This marks F/m's second consecutive ThinkAdvisor Luminaries win.

“All our products are grounded in a simple belief: investing doesn't have to be complex to be powerful,” said Alexander Morris, CEO of F/m Investments. “We build tools that solve real portfolio problems for investors and advisors, whether that's managing inflation risk, improving credit exposure, or removing unnecessary structural frictions. This award reflects our team's commitment to delivering practical solutions that help investors.”

The ThinkAdvisor Luminaries Awards recognize leaders shaping wealth management through innovation and improved client outcomes. Key to F/m's win this year were new fixed income solutions targeting specific portfolio challenges, including:

• RBIL, the first ETF offering dedicated exposure to ultrashort TIPS, giving advisors inflation protection without duration risk
• ZTOP, a high-yield strategy focused on the 100 most liquid, highest-quality issuers for transparent credit exposure
• The Compoundr ETF Series, designed to address dividend tax drag through rules-based dividend rotation
• An SEC filing seeking to enable ETF and mutual fund share classes within a single trust, expanding advisors' access to strategies across platforms

“We're honored to receive this recognition from ThinkAdvisor for the second consecutive year,” said David Littleton, President of F/m Investments. “This award belongs to our entire team and reflects the trust our clients place in us. Their feedback and partnership drives us to keep innovating and building solutions that make a genuine difference in portfolios. Thank you to ThinkAdvisor and the investors and advisors who challenge us daily.”

On December 4, 2025, F/m Investments was named by ThinkAdvisor Asset Managers Firm Award – Innovation for 2025. Criteria may not be directly related to the quality of investment advice provided. The full methodology can be found at https://event.thinkadvisor.com/luminaries-awards/criteria.

About F/m Investments

F/m Investments, founded in 2018, is an independent asset management firm and ETF provider. The firm offers ETFs, mutual funds, and separately managed account strategies designed to meet the needs of financial advisors, institutions, and individual investors. For more information, visit https://www.fminvest.com.

Investors should consider the investment objectives, risks, charges, and expenses before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004 or visit our website at www.fminvest.com. Read the prospectus or summary prospectus carefully before investing.

Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC