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Quantified Stf Fund Investor Class (QSTFX)

Fundos dos EUA

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13,55 -0,05 -0,37%

30/05 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 130,54M

Tipo: Fundo

Mercado: EUA

Emissor: Advisors Preferred

Classe de Ativo: Ações

QSTFX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Quantified Stf Fund Investor Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de QSTFX, entre outras informações.

Categoria

Tactical Allocation

Total de ativos

130,54M

Despesas

1,60%

Data de início

42324

Informações de Contato

Endereço Advisors Preferred
,
United States

Telefone -

Site www.advisorspreferred.com

Principais Executivos

Nome	Título	Desde	Até
Daniel Poppe	Senior Research Analyst	2024	Agora
Biografia	Daniel Poppe serves as Senior Research Analyst of the Subadviser. Mr. Poppe joined FPI in 2019 as a Junior Research Analyst and has been a Senior Research Analyst since 2022. Mr. Poppe holds a Bachelor of Science degree in Finance as well as one in Business Economics from Oakland University where he graduated magna cum laude. Mr. Poppe holds the designation of Chartered Financial Analyst (CFA).
Timothy Hanna	Senior Portfolio Manager	2019	Agora
Biografia	Timothy Hanna, has served as the Subadviser’s Senior Portfolio Manager since January 2014. Before joining the Subadviser, he was an institutional fixed-income manager at Multi-Bank Securities and previously a derivatives trader. Mr. Hanna is responsible for performing applied economic and quantitative research for the Subadviser’s strategies and mutual funds. He reviews new and existing strategies, ensuring that algorithms perform within expectations, providing modifications to achieve best execution and efficient implementation. Mr. Hanna has a bachelor’s degree in accounting from Wayne State University and a master’s degree in finance from Walsh College. He holds the designations of Chartered Financial Analyst (CFA) and Certified Fixed-Income Practitioner (CFIP).
Jerry C. Wagner	President	2015	Agora
Biografia	Jerry C. Wagner, JD is President,CEO and Chief Investment Officer of Flexible Plan Investments, Ltd. Mr. Wagner was born on May 7, 1947. He holds the degree of Juris Doctor awarded by the University of Michigan in 1973 and degrees of Masters in Labor & Industrial Relations (1970) and Bachelor of Arts (1969) from Michigan State University. Mr. Wagner has been a member of the State Bar of Michigan since 1973. He has been the principal investment adviser representative for Flexible Plan Investments, Ltd. since 1981. Mr. Wagner has a Series 65. His business experience for the last 5 years is as follows: Flexible Plan Investments, Ltd. Investment Adviser
Jason Teed	Portfolio Manager	2018	2024
Biografia	Jason Teed, CFA, MFS, Director of Research and Senior Portfolio Manager. Mr Teed was born May 21, 1984. He holds a Masters in Finance degree from the Walsh College, and a Bachelor of Arts degree from the University of Michigan. Mr. Teed joined Flexible Plan Investments, Ltd. as an Investment Associate in February 2011. He holds the designation of Chartered Financial Analyst (CFA) Flexible Plan Investments, Ltd. Investment Adviser Director of Research
Z. George Yang	Director	2015	2018
Biografia	Dr. Z. George Yang, PhD., AIF, CFA, FRM, Co-Chief Investment Officer and Senior Portfolio Manager. Dr. Yang was born September 20, 1969. He holds a Ph.D. degree from Cornell University, an MBA degree from the University of Michigan, and a Bachelor of Science degree from the University of Science and Technology of China. He has been a member of the Global Association of Risk Professionals (GARP) since 2006. He was a winner of Henry Ford Technology Award from Ford Motor Company in 1999. Dr. Yang joined Flexible Plan Investments, Ltd. as Director of Research in July 2008, following a 10-year engineering career developing quantitative and analytical methods in the automotive industry. He holds the designations of Chartered Financial Analyst (CFA), Financial Risk Manager (FRM)* from the Global Association of Risk Professionals, and Accredited Investments Fiduciary (AIF)*** from FI360. Flexible Plan Investments, Ltd. Investment Adviser Director of Research July 2008 to Present

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