Team

The long and diverse experience of the F/m Investments principals and professionals, coupled with the financial strength of the firm’s backers, make F/m Investments a compelling resource.

David Littleton

David Littleton

Alexander Morris

Alexander Morris

Rick Lake

Rick Lake

Matthew Swendiman, JD, CFA

Matthew Swendiman, JD, CFA

Distribution Team

Kimberly LaVigne

Kimberly LaVigne

Jeremy Groh

Jeremy Groh

WILLIAM “KIP” WEESE

WILLIAM “KIP” WEESE

RICK BELL

RICK BELL

CURTISS THARP

CURTISS THARP

Navigation
Contact
3050 K Street NW, Suite 201
Washington, DC 20007​
+1 202-839-4910

info@fm-invest.com
F/m Acceleration
F/m Funds
About
F/m Investments provides advisors and institutional investors with access to innovative investment strategies. We believe that active portfolio management by our boutique manager partners can produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals.

F/m Investments is part of the F/m Acceleration family of companies. F/m Acceleration empowers growth and independence for boutique, lift out, and overseas asset managers. F/m Acceleration provides institutional-grade investment systems, business operations and marketing support so talented portfolio managers can focus on what they do best: managing investments and delivering performance.

Disclosures

F/m Investments, LLC (“F/m”) is an SEC registered investment adviser. F/m and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which F/m maintains clients. F/m may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Accordingly, the publication of F/m web site on the Internet should not be construed by any consumer and/or prospective client as F/m’s solicitation to effect or attempt to effect transactions in securities. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing in this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED WEBSITE.”

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. F/m Investments, LLC does not provide tax or legal advice. The materials posted on this website (including newsletters, blogs, etc.) are copyrighted materials of F/m and may not be reproduced, distributed, retransmitted, published or otherwise transferred, commercially exploited, made the subject of a derivative work or publicly displayed without permission from F/m Investments, LLC. This website is provided as is, without warranties of any kind, either express or implied, including, but not limited to, warranties of title or implied warranties of merchantability or fitness for a particular purpose, or warranties of noninfringement. To the fullest extent permissible by law, F/m makes no warranties and shall not be liable for the use of this website, including, without limitation, any interruption of or error in the services under any circumstances, including, but not limited to, F/m’s negligence.

FM Investments Form ADV-2 | FM Investments Form CRS | Genoa AM Form ADV-2 | Integrated Alpha Form ADV-2 | Oakhurst Form ADV-2

© 2021 F/m Investments, LLC.| Privacy Policy