Advisors Preferred Reports Record Growth With Five New Mutual Funds, Addition Of New Subadvisor
Infrastructure provider works with advisors to create, distribute mutual funds AUM increases 294% to $2.9 billion
News provided by
Share this article
Share this article
ROCKVILLE, Md., May 25, 2021 /PRNewswire/ Advisors Preferred, an infrastructure provider for investment advisory firms looking to create and distribute mutual funds, announced record growth with the addition of five new funds and a new subadvisor, Beaumont Capital Management (BCM). The firm s assets under management total approximately $2.9 billion, an increase of over $2 billion or 294% year over year. Our robust growth and success have been reinforced by the confidence shown by our subadvisors in partnering and growing with us. For investment advisors, mutual funds constitute significant undertakings in terms of time, structure, costs, marketing, distribution and platform access, as well as regulatory requir
Advisors Preferred Reports Record Growth With Five New Mutual Funds, Addition Of New Subadvisor prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
Beaumont Capital Management Launches Inaugural Mutual Fund
BCM Decathlon Moderate Fund first in series of planned Global Tactical Asset Allocation (GTAA) mutual funds
News provided by
Share this article
Share this article
ROCKVILLE, Md., April 19, 2021 /PRNewswire/ Beaumont Capital Management (BCM) announced that it has launched the BCM Decathlon Moderate Fund (DECIX/DECMX), the first mutual fund in the Decathlon family, with plans to broaden the offerings in the future. The BCM team is excited to open the Decathlon Moderate mutual fund in order to meet the demand we have been hearing from the marketplace and expand upon the growth and success we ve seen with our separately managed account (SMA) strategies, said David Haviland, Managing Partner and Lead Portfolio Manager of BCM. With flat or rising interest rates and more modest equity returns expected for the foreseeable future, a strategic 60/40 model portfolio is not likely to produce the same levels of return or down