BLOOMFIELD HILLS, Mich., Aug. 26, 2013 /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 Funds family, which consists of the Quantified All Cap Equity Fund (QACFX), Quantified Alternative Investment Fund (QALTX), Quantified Managed Bond Fund (QBDSX), and Quantified Market Leaders Fund (QMLFX). Flexible Plan made the strategic decision to dissolve the Evolution Funds the firm previously managed and create a new fund group with a more competitive fee structure and greater growth potential.
"By making the structure of our funds more flexible and less expensive, we are able to access a wider array of trading strategies and financial instruments for our investors," said Jerry Wagner, President of Flexible Plan & Founder and one of the Funds' Portfolio Managers. "This reflects our commitment to investors seeking risk-managed returns during all market conditions."
The four Quantified Funds currently available closely mirror their predecessor funds under the similar Evolution Fund names. Each fund's investment objective and purchase requirements are nearly identical to those of its predecessor fund. Flexible Plan's previous management has enabled the firm to successfully transfer nearly all of the Evolution Funds' assets into the Quantified Funds. The Funds seek to generate high appreciation on an annual basis consistent with a high tolerance for risk.
Flexible Plan and Advisors Preferred, LLC serve as sub-advisor and advisor to the Funds, respectively. Dr. Z. George Yang, Director of Research at Flexible Plan, is the Funds' Portfolio Manager together with Mr. Wagner.
Established in 1981, Flexible Plan Investments, Ltd. invests over $1.5 billion in assets for clients in its separately managed account business (as of 6/30/13). 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.
An investor should consider the investment objectives, risks, charges and expenses of each of the Quantified Funds before investing. This and other information can be found in the Fund's prospectus, which can be obtained by calling 1-855-647-8268 or by visiting www.quantifiedfunds.com. The prospectus should be read carefully prior to investing in the Quantified Funds.
There is no guarantee that any of the Quantified Funds will achieve their investment objectives.
Flexible Plan Investments, Ltd. serves as investment sub-advisor to the Quantified Funds, distributed by Ceros Financial Services, Inc. (member FINRA). Ceros Financial Services, Inc. and Flexible Plan Investments, Ltd. are not affiliated entities. Advisors Preferred, LLCis the Fund's investment adviser. Advisors Preferred, LLC is a wholly-owned subsidiary of Ceros Financial Services, Inc.
Risks associated with the Quantified Funds include active frequent trading risk, aggressive investment techniques, small and mid-cap companies risk, counter party risk, depository receipt risk, derivatives risk, equity securities risk, foreign securities risk, holding cash risk, limited history of operations risk, lower quality debt securities risk, non-diversification risk, investing in other investment companies (including ETFs) risk, shorting risk, asset backed securities risk, commodity risk, credit risk, interest risk, prepayment risk, and mortgage backed securities risk. For detailed information relating to these risks, please see the prospectus.
Total Annual Fund Operating Expenses for the funds are as follows: Quantified Managed Bond Fund – 1.68%; Quantified All Cap Equity Fund – 1.51%; Quantified Managed Leaders Fund – 1.71%; Quantified Alternative Investment Fund – 2.20%.