F&M Bank (Timberville, Virginia)

F/m Investments Files Exemptive Application Seeking Major Asset Management Industry First – Mutual Fund Share Class Relief for an Existing ETF Family

Retrieved on: 
Tuesday, August 22, 2023
Professional Services, Other Professional Services, Finance, Fintech, Asset Management, Consulting, Benchmark, Intellectual property, ETF, Private law, F&M Bank (Timberville, Virginia), Treasury, KH, Knowledge, CIO, United States Department of the Treasury, Financial adviser, Security (finance)

“While much of the discussion in the fund world recently has focused on mutual fund to ETF conversions, investors who primarily use mutual funds should not be ignored.

Key Points: 
  • “While much of the discussion in the fund world recently has focused on mutual fund to ETF conversions, investors who primarily use mutual funds should not be ignored.
  • Investors stand to benefit immensely from this ground-breaking dual share class structure — adding mutual fund capability to a suite of ETFs,” said Alexander Morris, F/m’s President and CIO.
  • F/m, with a long history of serving mutual funds and its successful launch of ETFs, is strongly positioned to serve both ETF and mutual fund investors.
  • Due to the first-of-its kind nature of the exemptive relief sought by the application, a provisional patent application has been filed for protection purposes.

F&M BANK: DRIVING DIGITAL WHILE STAYING PERSONAL

Retrieved on: 
Monday, July 3, 2023
Crypto, EV, Brookings Institution, Habit, Interview, University, Human, Construction, Business transformation, CX, Fintech, George Mason University, Energy, Saint John's University, Digital banking, Financing, Insurance, Real Estate and Business Services (constituency), Consumer Brands Association, Work, Diamond Management & Technology Consultants, Digital ecosystem, F&M Bank (Timberville, Virginia), MGA, Growth, Bank, Digital, Farmer, Management, Cryptocurrency, Online shopping, Health care, Burkhard Driest

LONDON, July 3, 2023 /PRNewswire/ -- Charles Driest is the newly-appointed Chief Experience Officer at Farmers & Merchants (F&M) Bank. A graduate of George Mason University in Virginia, and later St. John's University in New York, he began his banking career shortly after returning to Virginia from New York in 2007.

Key Points: 
  • Beginning his banking career after reeducating in New York and returning to Virginia, Driest was again inspired to follow a digital path in his career.
  • "At the time we didn't have a good grasp of our digital spending at the organisation.
  • In this exclusive interview, Charles Driest, Chief Experience Officer, discussed striking the right balance between digital innovation and a personal customer approach.
  • BizClik is a UK-based media company with a global portfolio of leading industry, business and lifestyle digital communities.

F&M BANK: DRIVING DIGITAL WHILE STAYING PERSONAL

Retrieved on: 
Monday, July 3, 2023
Crypto, EV, Brookings Institution, Habit, Interview, University, Human, Construction, Business transformation, CX, Fintech, George Mason University, Energy, Saint John's University, Digital banking, Financing, Insurance, Real Estate and Business Services (constituency), Consumer Brands Association, Work, Diamond Management & Technology Consultants, Digital ecosystem, F&M Bank (Timberville, Virginia), MGA, Growth, Bank, Digital, Farmer, Management, Cryptocurrency, Online shopping, Health care, Burkhard Driest

LONDON, July 3, 2023 /PRNewswire/ -- Charles Driest is the newly-appointed Chief Experience Officer at Farmers & Merchants (F&M) Bank. A graduate of George Mason University in Virginia, and later St. John's University in New York, he began his banking career shortly after returning to Virginia from New York in 2007.

Key Points: 
  • Beginning his banking career after reeducating in New York and returning to Virginia, Driest was again inspired to follow a digital path in his career.
  • "At the time we didn't have a good grasp of our digital spending at the organisation.
  • In this exclusive interview, Charles Driest, Chief Experience Officer, discussed striking the right balance between digital innovation and a personal customer approach.
  • BizClik is a UK-based media company with a global portfolio of leading industry, business and lifestyle digital communities.

Blue Tractor Group Announces Licensing agreement with F/m Investments

Retrieved on: 
Wednesday, March 22, 2023
ETF, Investment, Marketing, F&M Bank (Timberville, Virginia), AUM, Financial adviser, Diffraction

NEW YORK, March 22, 2023 (GLOBE NEWSWIRE) -- Blue Tractor Group – a leader in the semi-transparent, actively managed ETF space – today announced it has entered into a licensing agreement with F/m Investments (“F/m”), an affiliate of The Diffractive Managers Group, a multi-affiliate asset manager and centralized distribution platform whose affiliates manage more than $20 Billion in total AUM .

Key Points: 
  • NEW YORK, March 22, 2023 (GLOBE NEWSWIRE) -- Blue Tractor Group – a leader in the semi-transparent, actively managed ETF space – today announced it has entered into a licensing agreement with F/m Investments (“F/m”), an affiliate of The Diffractive Managers Group, a multi-affiliate asset manager and centralized distribution platform whose affiliates manage more than $20 Billion in total AUM .
  • This collaboration between F/m and Blue Tractor will be spearheaded by Diffractive affiliate North Slope Capital, an ETF company with expertise in issuing and marketing white-label ETFs.
  • Since its creation in August of 2022, North Slope has launched five ETFs and raised approximately $1 billion of AUM.
  • “Blue Tractor enables active managers to offer their strategies within an ETF structure while safeguarding their proprietary trading strategies,” said David Littleton, CEO of F/m Investments.

US Benchmark Series Announces Launch of the US Treasury 12 Month Bill ETF

Retrieved on: 
Monday, November 14, 2022
Professional Services, Communications, Other Professional Services, Finance, Consulting, Public Relations, Investor Relations, Benchmark, Investment, Marketing, Ticker, US Treasury specimen book, Treasury, Mirae Asset Securities, CIO, AUM, Jane Street Capital, Prospectus, ETF, UST, United States Department of the Treasury, RBB, Growth, United States Treasury security, F&M Bank (Timberville, Virginia), Risk, Fund, Mutual fund, Financial adviser, Security (finance)

Today, The US Benchmark Series, a brand of F/m Investments (F/m), a $4 billion multi-boutique investment advisor based in Washington DC, is proud to announce the launch of the US Treasury 12 Month Bill ETF (Ticker OBIL).

Key Points: 
  • Today, The US Benchmark Series, a brand of F/m Investments (F/m), a $4 billion multi-boutique investment advisor based in Washington DC, is proud to announce the launch of the US Treasury 12 Month Bill ETF (Ticker OBIL).
  • The US Benchmark Series allows investors of all sizes to own each of the Benchmark US Treasuries in a single-security ETF.
  • Fund Risks: The value of the UST 12 Month Bill Funds investments may decrease, which will cause the value of the UST 12 Month Bill Funds Shares to decrease.
  • As a result, you may lose money on your investment in the UST 12 Month Bill Fund, and there can be no assurance that the UST 12 Month Bill Fund will achieve its investment objective.

F/m Investments Announces Launch of the US Benchmark Series

Retrieved on: 
Tuesday, August 9, 2022
Professional Services, Communications, Other Professional Services, Finance, Consulting, Public Relations, Investor Relations, Benchmark, ETF, List of north–south roads in Toronto, UMA, RBB, Fund, Growth, Investment, Science and technology in Asia, Prospectus, Mirae Asset Securities, United States Department of the Treasury, Mutual fund, Marketing, United States Treasury security, Ticker, F&M Bank (Timberville, Virginia), Yield curve, SMA, CIO, Jane Street Capital, Solution, US Treasury specimen book, Treasury, Financial adviser, Security (finance)

The US Benchmark Series ( www.ustreasuryetf.com ) will allow investors of all sizes to own each of the Benchmark US Treasuries in a single-security ETF.

Key Points: 
  • The US Benchmark Series ( www.ustreasuryetf.com ) will allow investors of all sizes to own each of the Benchmark US Treasuries in a single-security ETF.
  • We believe The US Benchmark Series will revolutionize the financial markets, making the most liquid securities (US Treasuries) accessible to everyone in a simplified way, said Alexander Morris, F/ms President, CIO, and Co-Creator of the US Benchmark Series.
  • The US Benchmark Series broadens access to treasury markets, allowing investors greater flexibility and ease in meeting their individual investment goals.
  • The RBB Fund, Inc., the first organized multiple series trust founded in 1988, is a registered open-end investment company organized as a series trust.

F/m Investments to Enter the ETF Market; Partners with RBB Fund, Inc.

Retrieved on: 
Tuesday, May 17, 2022
Consulting, Professional Services, Finance, Investment, CEO, Solution, RBB, Industry, F&M Bank (Timberville, Virginia), ETF, Growth, Marketing, Company, Mutual fund, Financial adviser

We are excited to be entering the ETF space, said David Littleton, CEO of F/m.

Key Points: 
  • We are excited to be entering the ETF space, said David Littleton, CEO of F/m.
  • We created North Slope specifically to assist boutiques in accessing the ETF market.
  • We are excited to be working with F/m as they expand their offerings into ETFs, said Arnold Reichman, Chairman of RBB.
  • RBB oversees approximately $19 billion in assets, supporting 11 separate investment advisors, over 20 unaffiliated subadvisors, and over 40 mutual fund or ETF offerings.