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Advisors Preferred
ADVISORS PREFERRED LLC is an SEC-registered investment adviser in ROCKVILLE, MD, registered since 2011. The firm manages approximately $1.7 billion in...
Advisors Preferred
ADVISORS PREFERRED LLC is an SEC-registered investment adviser in ROCKVILLE, MD, registered since 2011. The firm manages approximately $1.7 billion in regulatory assets. It has 9 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Year founded
2011
Location
Region
North America
Country
United States
City
Rockville
Corporate office
Rockville, MD, United States
Principals
Nathan Daly
President
Catherine Ayers-Rigsby
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Advisors Preferred?
Nathan Daly serves as President of Advisors Preferred and oversees the trust's operations, but day-to-day portfolio management rests with the sub-advisors selected for each fund. The firm acts as sponsor and gatekeeper, not as an in-house asset manager. Sub-advisor identities are disclosed in each fund's prospectus and statement of additional information filed with the SEC.
Does Advisors Preferred manage any private funds alongside its mutual funds?
The firm's public footprint consists entirely of registered mutual funds offered under the Advisors Preferred Trust. There is no evidence in SEC filings that it operates unregistered private investment vehicles. The trust structure is designed specifically for regulated, liquid public offerings.
What investment strategies does the firm offer?
Current strategies fall into three buckets: tactical US large-cap equity via the Quantified Market Leaders Fund, liquid alternatives through vehicles like the Quantified Managed Income Fund, and systematic managed futures via the Quantified STF Fund and Quantified Pattern Recognition Fund. A tactical fixed income fund appears under development based on 2024 regulatory filings.
How does the firm source its sub-advisors?
Advisors Preferred does not publicly disclose its manager-selection criteria, but the sub-advisors it has retained — typically small, specialized boutiques — suggest a focus on systematic and rules-based strategies that translate well into mutual-fund formats. The firm's role is to vet these managers for compliance, operational readiness, and strategy capacity before bringing them to market.
Are Advisors Preferred funds available to retail investors?
Yes. Because the strategies are wrapped in registered mutual fund vehicles, any investor with a brokerage account can purchase shares, subject to stated minimums. This structure removes the accredited-investor barrier typical of hedge funds and managed-futures private pools.
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