Flexible Plan Investments Launches Its Newest Fund - The Quantified STF Fund - Based On The Price Movements Of The NASDAQ 100
Quantified STF Fund - using proprietary rules-based system - seeks to take advantage of both up and down trends
BLOOMFIELD HILLS, Mich., Nov. 16, 2015 /PRNewswire/ -- Flexible Plan Investments, Ltd. (Flexible Plan), one of the largest money managers in the National Association of Active Investment Managers and one of its founding members, has launched The Quantified STF Fund (QSTFX). The mutual fund seeks high appreciation on an annual basis consistent with a high tolerance for risk. The Quantified STF Fund follows the other four Quantified funds, which are derived from successful separately managed account strategies advised by Flexible Plan.
Self-adjusting Trend Following (the STF strategy) follows easily identifiable market trends, with a proprietary rule set that seeks to take advantage of both up or down market trends. Flexible Plan uses the STF strategy to allocate Fund assets among long and short equity-related investments and long fixed income–related investments. Because the market risk exposure of the STF strategy is solely based on the price action of the NASDAQ 100 Index, the STF strategy aims to outperform the NASDAQ 100 Index over the long term with less downside risk.
"STF has been one of our most popular alternative investment strategies among our separately managed accounts. The Fund will allow us to implement the disciplined methodology with potentially lower cost investments, while deriving income from a substantial, relatively short-term, bond portfolio," said Jerry Wagner, founder & president of Flexible Plan and one of the Fund's portfolio managers.
Flexible Plan Investments, Ltd., and Advisors Preferred, LLC, serve as subadvisor and advisor to the Fund, respectively. Dr. Z. George Yang, co-chief investment officer & senior portfolio manager at Flexible Plan, is the Fund's portfolio manager together with Mr. Wagner.
For more information about the Quantified STF Fund, please contact Brian Humphrey at 888-572-8868 or [email protected].
About Flexible Plan Investments, Ltd.
Established in 1981, Flexible Plan Investments, Ltd., invests over $1.85 billion in assets for clients in its separately managed account business (as of September 30, 2015). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association's largest and oldest active money managers. The company's mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit www.flexibleplan.com.
Disclosure:
An investor should consider the investment objectives, risks, charges, and expenses of The Quantified STF Fund before investing. This and other information can be found in the Fund's prospectus, which can be obtained by calling 1-855-650-7453. The prospectus should be read carefully prior to investing in The Quantified STF Fund.
The estimated annual operating expense ratio for the Fund is 1.91%.
There is no guarantee that The Quantified STF Fund will achieve its investment objectives.
Flexible Plan Investments, Ltd., serves as investment subadvisor to The Quantified STF Fund, distributed by Ceros Financial Services, Inc. (member FINRA/SIPC). Ceros Financial Services, Inc., and Flexible Plan Investments, Ltd., are not affiliated entities. Advisors Preferred, LLC, is the Fund's investment adviser. Advisors Preferred, LLC, is a wholly-owned subsidiary of Ceros Financial Services, Inc.
The Fund presents some risks not traditionally associated with other mutual funds. It is important that investors closely review and understand these risks before making an investment in the Fund. Turbulence in financial markets and reduced liquidity in equity, credit, and fixed income markets could negatively affect issuers worldwide, including the Fund.
Risks specific to investing in the Quantified STF Fund include risks of active and frequent trading and aggressive investment techniques, convertible bond risk, counterparty and credit risks, Depositary Receipt risk, risks involved in using derivatives, options, futures, forward and swap contracts, hedging and leverage risks, equity securities, small to mid-capitalized companies risk, preferred stock risk, foreign securities risk, holding cash risk, interest rate risk, limited history of operations risk, lower quality debt-securities risk, non-diversification risk, MLP (Master Limited Partnership) risk, REIT (Real Estate Investment Trust) risk, risks of investing in other investment companies risk, shorting risk, and risk of Subadviser's Investment Strategy.
CFS 11162015
CONTACT: Brian Humphrey
Advisors Preferred, LLC
888-572-8868
[email protected]
SOURCE Advisors Preferred, LLC
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