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Quantified Stf Fund Investor Class (QSTFX)

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14.14 +0.29 +2.09%

06/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 167.51M

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QSTFX Overview

On this page you'll find an in-depth profile of Quantified Stf Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of QSTFX among other information.

Contact Information

Address Advisors Preferred
,
United States

Phone -

Web www.advisorspreferred.com

Top Executives

Name	Title	Since	Until
Daniel Poppe	Senior Research Analyst	2024	Now
Biography	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	Now
Biography	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	Now
Biography	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
Biography	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
Biography	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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