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Advisors Preferred Announces AUM Reaches $3 Billion
Firm s assets triple in the last twelve months
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ROCKVILLE, Md., June 9, 2021 /PRNewswire/ Advisors Preferred, an infrastructure provider for investment advisory firms wishing to create and distribute mutual funds, announced that its assets under management reached $3 billion as of June 1, 2021. The firm s assets have more than tripled in the past twelve months, rising from $890 million on May 31, 2020, according to Advisors Preferred President Catherine Ayers-Rigsby. We can attribute our record growth to the quality of our sub-advisors management of the funds, as well as the strength of our collaboration with the investment managers, including supporting a variety of distribution models, Ayers-Rigsby said. Six of eight Advisors Preferred funds eligible for a Morningstar rating carry Morningstar s top 5-Star Rating, she said.
Flexible Plan Quantified Funds Reach $1 Billion AUM
Quantified Funds employ dynamic asset allocation to adjust in uncertain markets
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BLOOMFIELD HILLS, Mich., Feb. 16, 2021 /PRNewswire/
Flexible Plan Investments, Ltd., a leading provider of dynamic, risk-managed investment solutions, announced that its Quantified Funds family has reached $1 billion in assets under management. Launched in 2013, the Quantified Funds are a series of actively managed funds that employ dynamic asset-allocation strategies to adjust to market environments. The growth and success of the Quantified Funds demonstrate the degree to which advisers are seeking strategically diversified portfolios of actively managed funds to help clients dynamically manage risk and returns in uncertain markets. The adoption of our funds by advisers looking for singular solutions, as well as their use in a more comprehensive solution like our Quantified Fee Credit separately managed acc