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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 ....
Spectrum Financial Launches New Mutual Fund Funds family expands with the Spectrum Unconstrained Fund News provided by Share this article Share this article VIRGINIA BEACH, Va., April 21, 2021 /PRNewswire/ Spectrum Financial, a leading provider of risk-managed investment solutions, announced that it has launched a new mutual fund, the Spectrum Unconstrained Fund (SUNBX). The Spectrum family of funds offers strategies that seek to mitigate risk while capturing steady returns. We have introduced our new Unconstrained Fund to expand the breadth of our product offerings for actively-managed solutions designed to navigate the increasing uncertainty of the market. We are pleased with the way our tactical allocation strategies and mix of technical and fundamental analysis can perform in rapidly-changing markets, said Ralph Doudera, lead portfolio manager. ....
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 lev ....
Spectrum Advisors Preferred Fund Wins 2021 Refinitiv Lipper Awards In The Absolute Return Funds Category News provided by Share this article Share this article VIRGINIA BEACH, Va., March 11, 2021 /PRNewswire/ Spectrum Financial, a leading provider of risk-managed investment solutions, announced that its Spectrum Advisors Preferred Fund (SAPEX) has been recognized as a Refinitiv Lipper Awards winner USA 2021, best Absolute Return Fund over three and five years. This year marks the third consecutive year that Spectrum Advisors Preferred has won the annual award, which highlights funds and fund families that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. ....
Flexible Plan Quantified Funds Reach $1 Billion AUM Quantified Funds employ dynamic asset allocation to adjust in uncertain markets News provided by Share this article 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 s ....