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
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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
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Flexible Plan Launches Three New Quantified Funds
The Quantified Family of Funds employs dynamic asset allocation Designed to manage market risk
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BLOOMFIELD HILLS, Mich., April 16, 2021 /PRNewswire/ Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions with over $1.8 billion in assets under management, announced that it will act as sub-advisor of three new Quantified Funds, Rising Dividend Tactical (QRDTX), Government Income Tactical (QGITX) and Tactical Sectors (QTSSX) launched by Advisors Preferred. The Quantified Family of Funds is a series of actively managed funds that employ dynamic asset-allocation strategies to adjust to market environments.