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Advisors Preferred Announces AUM Reaches $3 Billion Firm s assets triple in the last twelve months News provided by Share this article Share this article 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. ....
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 ....
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.
Flexible Plan Launches Three New Quantified Funds The Quantified Family of Funds employs dynamic asset allocation Designed to manage market risk News provided by Share this article Share this article 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. ....
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 ....