News & Insights

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market

You can find iCapital & m+ Funds at their new home at (212) 994-7400 or

Axio Group Acquires m+ Funds, Expanding Offerings and Enhancing Experience for Financial Advisors

Learn more here. You can find Axio & m+ Funds at their new home at (888) 852-4281 or

Defined Outcome Investing

With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.

m+ funds and Defined Outcome Investing on ETF Prime’s Dave Nadig goes in-depth on defined outcome ETFs, one of 2019’s biggest ETF success stories. m+ funds’ Steve Houston explains their lineup of defined outcome unit investment trusts and the future of structured products.

m+ funds On the Move

Despite the market continuing to climb, investors can struggle with finding opportunities to succeed. M+ Funds Founder and Managing Director Oscar Loynaz joins On the Move to discuss how to avoid risks in the market and how to take advantage of the market.

m+ funds on Yahoo Finance

Watch Oscar Loynaz on Yahoo Finance’s On the Move here.

m+ funds on Yahoo Finance

Watch Steve Houston talk to Julie Hyman here.

ETF Industry Pioneers Jennifer Grancio and Jim Wiandt Join m+ funds Advisory Board

m+ funds, a leading defined outcome investment manager, announced today the additions of Jennifer Grancio and Jim Wiandt to the firm’s advisory board. In this capacity, Ms. Grancio and Mr. Wiandt will help guide the firm’s rapid expansion, as a large universe of investors continue to seek passive portfolio strategies that provide defined outcomes.

Brad Berggren Joins m+ funds as Chief Operating Officer

m+ funds, a leading defined outcome investment manager, today announced the appointment of Brad Berggren as its Chief Operating Officer. Brad brings over three decades of leadership experience at prominent asset management and investment banking firms and will be leveraging this expertise at m+ funds as the firm continues its rapid expansion. Read more here.

A Fund Family For Risk Mitigation

m+ funds, a financial services firm in Darien, Conn., has launched a suite of funds in which some provide protection from market downturns while others allow enhanced growth in up markets. Read more here.

m+ funds Aims To Deliver Defined Outcomes To Advisors

Steve Houston, Partner, m+ funds met with Julie Cooling, Founder & CEO, RIA Channel to share the firm’s approach to defined outcome investing and how advisors can use the funds to enhance their existing portfolios. Read more here.

MarketWatch on Defined Outcome Funds

M+ funds offers unit investment trusts with defined outcomes for various risk appetites Read more here.

m+ funds Strengthens Defined Outcome Investment Platform with the Appointments of Industry Leaders

m+ funds, a leading defined outcome investment manager, today announced that it has strengthened its business with the appointments of Nicholas Parcharidis, Sean Parker and Stephen Clancy. These executives bring extensive leadership experience in the ETF, structured investment and fund management marketplace. Read more here.