Flexible Plan Introduces The Quantified Global Fund

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Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions with over $1.5 billion in assets under management (6/30/23), announced that it will act as sub-advisor of the Quantified Global Fund (QGBLX) launched by Advisors Preferred. The Quantified Family of Funds is a series of actively managed funds that employ tactical asset-allocation strategies to adjust to market environments.

“The launch of the Quantified Global Fund reflects the increasing demand we see for risk-managed strategies both domestically and internationally. As a whole, international markets have lagged U.S. markets over the last decade. This may be due to change. In order to provide additional diversification opportunities for our multi-strategy SMA [separately managed accounts] solutions, we believe it is prudent to have a fund available that applies our dynamic risk managed strategies in the global arena,” said Jerry Wagner, founder and president of FPI and one of the portfolio managers for the 13 Quantified Funds.

Additionally, several of the Quantified Funds strategies have demonstrated exceptional performance this year. For example, the Quantified Pattern Recognition Fund (QSPMX) currently earned a 5-Star Overall Morningstar Rating™ (rated against 1,298 Large Blend funds as of October 31, 2023) as did the Quantified Common Ground Fund (QCGDX) (rated against 385 Mid-Cap Blend funds as of October 31, 2023). Additionally, the Quantified STF Fund (QSTFX) earned a 4-Star Overall Morningstar Rating™ as of October 31, 2023 (rated against 241 Tactical Allocation funds).

Also Read: Fintech Disruptors: How Startups Are Impacting Traditional Banking

Flexible Plan is a subadvisor to Advisors Preferred, a boutique asset manager that manages mutual funds. Advisors Preferred, through its affiliated distributor, Ceros Financial, distributes these funds to financial advisors and financial professionals.

“Increasingly investors are looking for dynamic strategies to assist in countering ongoing market volatility and achieve portfolio diversification. We are proud and excited to work with Flexible Plan Investments in bringing these solutions to market,” said Catherine Ayers-Rigsby, president of Advisors Preferred.

TalkFintech Bureau
TalkFintech Bureauhttps://talkfintech.com
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.

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