Advisors Preferred
Overview
Advisors Preferred is a U.S.-based private investment firm specializing in mutual fund advisory services and asset management solutions. The firm partners with sub-advisers to deliver a platform that enables investment professionals to focus on money management while Advisors Preferred handles regulatory, compliance, reporting, and operational requirements. As of June 30, 2023, Advisors Preferred had approximately $1.8 billion in assets under management. The firm's investment strategy involves collaborating with sub-advisers to offer a range of mutual funds across various asset classes, including fixed income, hedge funds, private equity, real estate, and venture capital. Advisors Preferred provides comprehensive support, including product consultation, market intelligence, product placement, sales reporting, compliance services, and advanced trading. The firm serves a diverse client base, including investment companies and financial professionals, primarily within the United States. Advisors Preferred has demonstrated a strong track record in the mutual fund industry, with several of its funds receiving top ratings from Morningstar. The firm's commitment to quality and collaboration with investment managers has contributed to its growth and reputation in the financial services sector. Advisors Preferred continues to focus on expanding its mutual fund platform and enhancing its services to meet the evolving needs of its clients.
Investment Focus
- Accredited investors only
- Compliance with U.S. securities regulations
Portfolio Companies
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Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Advisors Preferred
What sectors does Advisors Preferred invest in?
Advisors Preferred invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Rockville, United States. Advisors Preferred is listed as a private investment firm in the ConnectSafely investor database.
What stage does Advisors Preferred invest at?
Advisors Preferred backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Advisors Preferred invest in?
Advisors Preferred invests across United States.
Who are the partners at Advisors Preferred?
Team members listed for Advisors Preferred include Bradley Barrie (co-founder of Dynamic Wealth Group, LLC, and serves as Managing Director and Chief Investment Officer) and Catherine Ayers-Rigsby (CEO & Board Member | Advisors Preferred Trust).
What companies has Advisors Preferred invested in?
Advisors Preferred's portfolio includes Spectrum Low Volatility Fund, OnTrack Core Fund, Hundredfold Select Alternative Fund and Quantified STF Fund.
How do I contact Advisors Preferred?
Advisors Preferred's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database