Advisors Preferred
Advisors Preferred is a Rockville, Maryland-based SEC-registered investment adviser operating a mutual fund incubator platform. It enables independent advisors and sub-advisors to launch and distribute 21 mutual funds across quantitative, tactical, alternative, and fixed income strategies under a shared compliance and distribution infrastructure.
- Company typePrivate
- Founded2013
- HeadquartersRockville, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Advisors Preferred does
Advisors Preferred, LLC is a Rockville, Maryland-based SEC-registered investment adviser that operates a turnkey mutual fund platform and fund incubator model. Founded in 2011, the firm enables independent investment advisors, sub-advisors, and asset managers to launch, operate, and distribute mutual fund products without bearing the full administrative, regulatory, and distribution burden of building a fund complex from scratch. The platform currently encompasses 21 mutual funds spanning quantitative tactical allocation, managed futures, alternatives, fixed income, gold tracking, ESG/BRI-compliant strategies, and global macro mandates, with sub-advisory responsibilities distributed across partner firms including Flexible Plan Investments (the Quantified Funds family of 13+ funds), Dynamic Wealth Group, Hundredfold Advisors, Price Capital Management, Spectrum Financial, and Beaumont Capital Management.
The underlying technology stack centers on quantitative and algorithmic trading methodologies. The company offers a Quantified Model Portfolios platform for systematic strategy implementation, an affiliated advanced trading desk for fund execution, and an industry-leading sales reporting system providing AUM and client activity transparency to partner firms. Core product differentiators include configurability of model portfolios, execution speed via the in-house trading desk, and integration with distribution platforms.
Advisors Preferred generates revenue primarily through investment advisory fees calculated as a percentage of assets under management across its fund family. Pricing is structured via mutual fund expense ratios rather than direct client billing, with disclosed expense ratios ranging from 1.50% (Quantified Gold Futures Tracking Fund) to 2.41% (Quantified Alternative Investment Fund). Distribution is executed through over 100 selling agreements across platforms and programs, supported by affiliated distributor Ceros Financial Services (FINRA/SIPC member) and third-party distributor Northern Lights Distributors. As of June 2021, platform AUM reached $3 billion, having tripled in the prior twelve months. The company's primary customer segment is independent financial advisors and wealth managers seeking to expand their practices through branded fund products.
Advisors Preferred firmographics
Firmographics- Name
- Advisors Preferred
- Legal name
- Advisors Preferred, LLC
- Website
- https://advisorspreferred.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Advisors Preferred is a Rockville, Maryland-based SEC-registered investment adviser operating a mutual fund incubator platform. It enables independent advisors and sub-advisors to launch and distribute 21 mutual funds across quantitative, tactical, alternative, and fixed income strategies under a shared compliance and distribution infrastructure.
- Ownership category
- akta.pro rank
Advisors Preferred industry classification
Industry- Product category
- Investment Advisory / Mutual Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Advisors Preferred is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Advisors Preferred business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Advisors Preferred earns investment advisory fees as the fund adviser to its family of mutual funds, typically calculated as a percentage of assets under management. The company serves as investment advisor while delegating portfolio management to sub-advisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quantified Gold Futures Tracking Fund (QGLDX): 1.50% Investors Class, 1.50% Class A, 2.10% Class C |
| Subscription | Annual | Quantified Alternative Investment Fund (QALTX): 2.41% expense ratio |
| Subscription | Annual | Quantified Managed Income Fund (QBDSX): 1.60% expense ratio |
| Subscription | Annual | Quantified STF Fund (QSTFX): 1.73% expense ratio |
| Subscription | Annual | Quantified Government Income Tactical Fund (QGITX): Expense ratio varies |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Advisors Preferred product offering
Product offeringCore offering
Advisors Preferred operates as an SEC-registered investment adviser and fund incubator managing a family of 21 mutual funds across multiple sub-advisory partners including Flexible Plan Investments (Quantified Funds), Dynamic Wealth Group (Dynamic Alpha Macro), Hundredfold Advisors, Price Capital Management (OnTrack), Spectrum Financial, and its own North Country Funds. The firm provides financial advisors and wealth managers with turnkey fund launch support, including product consultation, sub-advisory coordination, compliance, distribution, and operational infrastructure across tactical allocation, alternatives, fixed income, and equity strategies.
Product overview
Advisors Preferred operates as a fund platform and investment adviser offering access to a diversified portfolio of 21 mutual funds managed by multiple sub-advisors including Dynamic Wealth Group (Dynamic Alpha Macro Fund), Flexible Plan Investments (Quantified Funds suite of 13 funds), Hundredfold Advisors (Hundredfold Select Alternative Fund), Price Capital Management (OnTrack Core Fund), Spectrum Financial (three Spectrum funds), and its own North Country Funds. The fund lineup spans various asset classes and strategies including alternative investments, tactical allocation, fixed income, gold bullion tracking, government bonds, equity strategies, managed futures, and ESG-compliant investing. Advisors Preferred serves as the registered investment adviser coordinating these funds while sub-advisors manage the underlying portfolio strategies.
Differentiator
Problem solved
Functional benefit
Brands
- Quantified Funds: A family of 13+ mutual funds sub-advised by Flexible Plan Investments, Ltd., covering tactical allocation, alternative investments, managed futures, gold futures, and fixed income strategies. Includes funds like QEVOX, QSPMX, QALTX, QSTFX, QGBLX, QCGDX, QGITX, QBDSX, QMLFX, QRDTX, QETCX, QFITX, QTSSX.
- Spectrum Funds
- Hundredfold Select Alternative Fund
- OnTrack Core Fund
- Dynamic Alpha Macro Fund
- The North Country Large Cap Equity Fund
Products and services
- Dynamic Alpha Macro Fund (DYMIX) Seeks capital appreciation through a fundamental discretionary global macro strategy combined with passive allocation to U.S. equities. Ranked #1 in Morningstar Macro Trading category for 2024 and 2025.
- Quantified Alternative Investment Fund (QALTX) Seeks high total return from alternative investment vehicles on an annual basis. Fund expense ratio of 2.41%.
- Quantified Common Ground Fund (QCGDX) Invests primarily in common stocks and bonds of ESG (Environmental, Social and Governance) and BRI (Biblically Responsible Investing) compliant issuers.
- Quantified Eckhardt Managed Futures Strategy Fund (QETCX) Seeks capital appreciation by leveraging trend-based strategies in both commodity and financial futures markets, focusing on generating income and maintaining liquidity through investments in debt instruments.
- Quantified Evolution Plus Fund (QEVOX) Seeks capital appreciation by allocating assets without restriction among a wide variety of asset classes. Received 4-star overall Morningstar rating.
- Quantified Global Fund (QGBLX) Seeks total return.
- Quantified Gold Futures Tracking Fund (QGLDX) Seeks returns that reflect the daily performance of the price of gold bullion. Formerly known as The Gold Bullion Strategy Fund. Expense ratio 1.50% (Investors/A), 2.10% (Class C).
- Quantified Government Income Tactical Fund (QGITX) Seeks aggressive growth using U.S. government bond vehicles for trading. Overall 4-star Morningstar rating against 52 Long Government funds.
- Quantified Managed Income Fund (QBDSX) Seeks high total return from fixed income investments on an annual basis. Fund expense ratio of 1.60%.
- Quantified Market Leaders Fund (QMLFX) Seeks high appreciation on an annual basis using an active allocation strategy.
- Quantified Pattern Recognition Fund (QSPMX) Seeks capital appreciation by identifying daily patterns in stock indexes or sectors within stock market indexes.
- Quantified Rising Dividend Tactical Fund (QRDTX) Seeks total return consistent with a moderate tolerance for risk.
- Quantified STF Fund (QSTFX) Follows easily identifiable trends based on the price movement of the NASDAQ 100 Index. Fund expense ratio of 1.73%.
- Quantified Tactical Fixed Income Fund (QFITX) Seeks total return using an active allocation strategy within fixed income instruments.
- Quantified Tactical Sectors Fund (QTSSX) Seeks high appreciation on an annual basis consistent with a high tolerance for risk.
- Hundredfold Select Alternative Fund (HFSAX) Actively managed to anticipate and respond to trends in differing types of fixed income and equity securities across different market conditions.
- OnTrack Core Fund (OTRFX) Seeks total return while keeping the Fund's volatility and downside risk below that of major equity market indices.
- Spectrum Low Volatility Fund (SVARX) Created to act as a solution for fixed income exposure in all market environments. 4-star overall Morningstar rating among Nontraditional Bond funds.
- Spectrum Active Advantage Fund (SAPEX) Designed to provide lower volatility equity exposure while limiting potential losses.
- Spectrum Unconstrained Fund (SUNBX) Seeks total return.
- The North Country Large Cap Equity Fund (NCEGX) Seeks to provide investors with long-term capital appreciation through large cap equity strategies.
- Quantified Model Portfolios Quantitative model portfolio platform enabling systematic investment strategies accessible to advisors online.
Quantifiable outcome
- Dynamic Alpha Macro Fund (DYMIX) ranked #1 in Morningstar Macro Trading category for 2025, second consecutive year
- +1 more outcomes
Companies that use Advisors Preferred
Customer profileSegments1 record
Ideal customer profiles1 record
Advisors Preferred technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Advisors Preferred partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- Flexible Plan Investments, Ltd.coreServes as investment sub-advisor to Quantified Funds family and Quantified Gold Futures Tracking Fund. Provides quantitative investment strategies and algorithmic trading methodologies. Founded 1981 by Jerry C. Wagner.
- Dynamic Wealth Group, LLCcoreSub-advisor to Dynamic Alpha Macro Fund (DYMIX). Provides fundamental discretionary global macro strategy combined with passive allocation to U.S. equities.
- Hundredfold Advisors, LLCcoreSub-advisor to Hundredfold Select Alternative Fund (HFSAX). Actively manages fixed income and equity securities across different market conditions.
- Price Capital Management, Inc.coreSub-advisor to OnTrack Core Fund (OTRFX). Founded by Michael L. Price in 1997, manages hedge funds and mutual funds using similar investment strategies.
- Spectrum Financial, Inc.coreSub-advisor to Spectrum Low Volatility Fund (SVARX), Spectrum Active Advantage Fund (SAPEX), and Spectrum Unconstrained Fund (SUNBX). Established RIA founded 1988, CEO Ralph Doudera.
- Beaumont Capital Management (BCM)corePartner firm managing North Country Large Cap Equity Fund. Portfolio managers Denis J. Rezendes and Brendan D. Ryan lead quantitative and fundamental analysis.
- Ceros Financial Services, Inc.coreServes as distributor to Advisors Preferred Funds. Member FINRA/SIPC. Commonly held affiliate of Advisors Preferred and parent company of advisorspreferred.com.
- Northern Lights Distributors, LLCcoreMember FINRA/SIPC. Serves as distributor to The North Country Funds distributed by Advisors Preferred.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Advisors Preferred competitors and assessment
Company assessmentDirect peers
- Liquid Strategies: Turnkey mutual fund platform providing operations, compliance, distribution, and sub-advisory coordination for boutique managers. Closely comparable to Advisors Preferred as a similarly sized fund incubator with a comparable sub-advisor-driven value proposition.
- Catalyst Capital Group: Fund incubator and platform that creates and distributes sub-advised mutual funds and ETFs via partnerships with independent investment managers. Directly comparable to Advisors Preferred's model of bringing boutique sub-advisor strategies to market under a unified fund platform.
- Northern Lights Fund Trust: Mutual fund complex and distribution platform that onboards sub-advised mutual funds and ETF products for asset managers. Direct comparable: Advisors Preferred already partners with Northern Lights Distributors, and both operate the same sub-advisor-orchestrated mutual fund platform model with shared distribution infrastructure.
- Bracket Global: Mutual fund platform and turnkey asset management provider supporting sub-advised products across asset classes. Comparable as a niche platform that organizes third-party manager talent into branded fund vehicles for advisor distribution, mirroring Advisors Preferred's Quantified and Spectrum fund families.
Broad incumbents
- Envestnet: Large turnkey asset management platform providing unified managed accounts, model portfolios, and fund infrastructure for financial advisors. Comparable to Advisors Preferred as a B2B platform that helps RIAs access managed investment solutions without building their own operational backbone, though materially larger and broader in scope.
- Russell Investments: Global investment management firm providing multi-asset solutions, model portfolios, and advisor platforms. Comparable in bundling sub-manager strategies into turnkey offerings for advisors, though at institutional scale.
- SEI Investments: Investment management platform serving advisors, institutions, and private wealth clients with managed solutions and operational infrastructure. Comparable in offering a full-stack platform that lets advisors outsource investment management and operations, though at vastly greater scale.
- Brinker Capital: Turnkey asset management platform serving RIAs with managed portfolios, due diligence, and practice management resources. Comparable as an adviser-to-advisers model that packages sub-advisor strategies into advisor-ready solutions, similar to how Advisors Preferred wraps sub-advisor talent into its mutual fund family.
Emerging players
- Rational Funds: Multi-boutique mutual fund family that aggregates strategies from independent sub-advisors and distributes through advisor channels. Comparable in bundling sub-advised strategies under one fund umbrella for the RIA channel.
- Brookmont Capital Management: Independent RIA and sub-advisor that partners with fund platforms to launch and distribute mutual funds. Comparable as a third-party manager whose strategies sit inside platforms like Advisors Preferred, and a potential sub-advisor or partner profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Advisors Preferred social profiles
Digital presenceAdvisors Preferred compliance and trust
Trust signalCompliance2 records
Advisors Preferred financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advisors Preferred leadership team
Management profileNumber of profiles
Advisors Preferred subsidiaries and ownership
Company hierarchySubsidiaries2 records
Advisors Preferred funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advisors Preferred M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advisors Preferred
What does Advisors Preferred do?
Advisors Preferred operates as an SEC-registered investment adviser and fund incubator managing a family of 21 mutual funds across multiple sub-advisory partners including Flexible Plan Investments (Quantified Funds), Dynamic Wealth Group (Dynamic Alpha Macro), Hundredfold Advisors, Price Capital Management (OnTrack), Spectrum Financial, and its own North Country Funds. The firm provides financial advisors and wealth managers with turnkey fund launch support, including product consultation, sub-advisory coordination, compliance, distribution, and operational infrastructure across tactical allocation, alternatives, fixed income, and equity strategies.
Is Advisors Preferred a public or private company?
Advisors Preferred is a private company. It is classified as unknown and is currently operating.
When was Advisors Preferred founded?
Advisors Preferred was founded in 2013. It employs 11 to 50 people.
Where is Advisors Preferred based?
Advisors Preferred is headquartered in Rockville, United States, in the North America region.
How does Advisors Preferred make money?
One revenue line is on record: investment Advisory Fees.
Who are Advisors Preferred's main competitors?
Direct peers on record are Liquid Strategies, Catalyst Capital Group, Northern Lights Fund Trust and Bracket Global. Broad incumbents are Envestnet, Russell Investments, SEI Investments and Brinker Capital. Emerging players are Rational Funds and Brookmont Capital Management.
Does Advisors Preferred have an API?
No public API is recorded for Advisors Preferred.
What industry is Advisors Preferred in?
Advisors Preferred's product category is Investment Advisory / Mutual Fund Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.