Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Two Longtime Allies Help a 33YO Firm Throw Down Its MF Gauntlet Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 15, 2024

Two Longtime Allies Help a 33YO Firm Throw Down Its MF Gauntlet

Reported by Neil Anderson, Managing Editor

A longtime pair of mutual fund allies are turning to a short-term trading specialist in Chi-Town to help power a new mutual fund.

Mary Catherine "Catherine" Ayers-Rigsby
Advisors Preferred LLC
President, CEO
This morning, Bill Eckhardt, founder of Eckhardt Trading Company (ETC), and Jerry Wagner, president of Flexible Plan Investments, Ltd. (FPI), unveiled the launch of the Quantified Eckhardt Managed Futures StrategyFund. Rockville, Maryland-based Advisors Preferred LLC serves as investment advisor of the new fund, while Bloomfield Hills, Michigan-based Flexible Plan Investments, Ltd. (FPI) serves as subadvisor.

The new mutual fund's PM team includes three FPI team members: Timothy Hanna, senior portfolio manager; Daniel Poppe, senior research analyst at FPI; and Jerry Wagner, president of FPIA. Watch for the FPI team to allocate the new fund's managed futures strategy assets mostly to commodity pools sponsored by Eckhardt Trading Company (ETC), a Chicago-based firm whose system-testing process is called the Gauntlet.

The Quantified Eckhardt Managed Futures Strategy Fund comes in two flavors: advisor shares (QETAX), with an expense ratio of 225 basis points; and investor shares (QETCX), with an expense ratio of 165bps. The fund is the 14th Quantified Fund from Advisors Preferred and FPI.

Bill Eckhardt puts the launch in the context of his eponymous trading firm's "focus ... on achieving long-term success through a disciplined approach to managed futures."

"We believe this fund is a great opportunity for investors to benefit from our disciplined approach to capturing market trends while managing risks," Bill Eckhardt states. "We look forward to seeing how this Fund will empower investors to navigate today's challenging market environment."

Wagner describes the few fund as providing investors "with a powerful tool for navigating volatile markets while striving for consistent returns."

The Quantified Eckhardt Managed Futures Strategy Fund is a series of Advisors Preferred Trust. The new fund's other service providers include: Ceros Fibancial Services, Inc. (an Advisors Preferred affiliate) as distributor; Cohen & Company, Ltd. as independent accounting firm; National Financial Services, LLC (NFS) as limited purpose custodian; Thompson Hine LLP as counsel; U.S. Bank N.A. as custodian; and Ultimus Fund Solutions, LLC as administrator, dividend disbursing agent, fund accountant, shareholder servicing agent, and transfer agent. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use