Advisors Preferred

Investment Advisory / Mutual Fund Managementadvisorspreferred.com

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

Mutual fund advisory
Investment management
Fund platform services
Sub-advisory services
Wealth management solutions

Where Advisors Preferred is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments1 record

Ideal customer profiles1 record

Advisors Preferred technology and API

Technology

Technology 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 signal

Partnerships

Eight partnerships are on record, tiered core.

Flexible Plan Investments, Ltd.coreStrategic or Co-development PartnerServes 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, LLCcoreStrategic or Co-development PartnerSub-advisor to Dynamic Alpha Macro Fund (DYMIX). Provides fundamental discretionary global macro strategy combined with passive allocation to U.S. equities.
Hundredfold Advisors, LLCcoreStrategic or Co-development PartnerSub-advisor to Hundredfold Select Alternative Fund (HFSAX). Actively manages fixed income and equity securities across different market conditions.
Price Capital Management, Inc.coreStrategic or Co-development PartnerSub-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.coreStrategic or Co-development PartnerSub-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)coreStrategic or Co-development PartnerPartner 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.coreChannel Partner/ Reseller/ DistributorServes as distributor to Advisors Preferred Funds. Member FINRA/SIPC. Commonly held affiliate of Advisors Preferred and parent company of advisorspreferred.com.
Northern Lights Distributors, LLCcoreChannel Partner/ Reseller/ DistributorMember 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 assessment

Direct 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 compliance and trust

Trust signal

Compliance2 records

Advisors Preferred financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Advisors Preferred leadership team

Management profile

Number of profiles

Advisors Preferred subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

Advisors Preferred funding detail

Funding detail

Funding 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 investment

M&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?

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.