About Us

The US Benchmark Series was created by F/m Investments and its subsidiary Genoa Asset Management

Meet the Founders

Alexander Morris Headshot

Alexander Morris

Portfolio Manager

Peter Baden Headshot

Peter Baden

Portfolio Manager

Marin Headshot

Marcin Zdunek

Director of Trading & Assistant Portfolio Manager

About F/m Investments

F/m is a $4 billion multi-boutique investment advisor platform, designed to support 100% of non-investment responsibilities within the asset management industry.

F/m empowers growth and independence for boutiques, lift-outs and overseas asset managers looking to access the US market.

F/m provides portfolio managers with institutional-grade investment systems, business operations and marketing and sales support, enabling talented managers to focus on what they do best: managing investments and delivering performance.

Genoa Asset Management is part of the F/m family, managing over $600 million of taxable and tax-free bonds, providing customized fixed income solutions for SMA, UMA and institutional clients.

North Slope Capital is a part of the F/m family, designed as a white-label advisory firm to help advisors navigate the 1940 Act space.

For more information, please visit www.fm-invest.com and www.genoaam.com.

US Benchmark Series

US Treasury Bonds made ETF easy

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Investors should consider the investment objectives, risks, charges and expenses carefully 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.ustreasuryetf.com. Read the prospectus or summary prospectus carefully before investing.

As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Interest rate risk is the risk of losses attributable to changes in interest rates. In general, if prevailing interest rates rise, the values of debt instruments tend to fall, and if interest rates fall, the values of debt instruments tend to rise.

Investments involve risk. Principal loss is possible.

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Alexander Morris

Alex is the co-founder of the US Benchmark Series, and co-portfolio manager of the Funds.

Alex is the President and Chief Investment Officer of F/m Investment, a $4 billion multi-boutique investment advisor platform supporting portfolio managers in creating and operating asset management businesses. F/m currently partners with six affiliates spanning all major asset classes and delivers investment and content to institutional and retail investors through separately managed accounts and commingled funds.

Previously, Alex led capital markets and corporate development for Fortigent LLC (acquired by LPL Financial), and worked across the US and Europe in strategy and investment banking roles. He started his career in London in alternatives investments.

Alex holds a Bachelor of Science degree in Chemical and Biomolecular Engineering from Cornell University. He is also founder and board member of Key Bridge Compliance LLC, a compliance consulting firm that currently provides CCO outsourced services and support to more than 100 RIA firms.

Peter Baden

Peter is the Co-founder of the US Benchmark Series, and Co-portfolio manager of the funds.

Additionally, Peter is the Chief Investment Officer and Portfolio Manager for Genoa Asset Management, a subsidiary of F/m investments, managing over $600 million in taxable and tax-exempt bonds.

Peter has over 25 years of investment management experience, encompassing portfolio management, credit analysis, and mergers and acquisitions.

Previously, Peter worked at Pacholder Associates (now JP Morgan high yield), where he managed money market assets in multiple portfolios, and designed and developed proprietary portfolio systems for distressed companies, collateralized bond obligations, and legal settlement pools.

Mr. Baden earned a Bachelors in Business Administration degree in Finance from the University of Cincinnati and an Associate of Science degree in Computer Technology/Computer Systems Technology from Miami University of Ohio. Mr. Baden is a CFA® charterholder.

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