Dynamic Alpha Macro Fund's innovative
structure and approach are being well received
ROCKVILLE, Md., July 9, 2024
/PRNewswire/ -- Dynamic Wealth Group (DWG), sub-adviser to the
Dynamic Alpha Macro Fund (DYMIX), announces that the fund has
reached $100 million in assets as of
July 3, 2024, less than a full year
of operation.
Dynamic Wealth Group (DWG) is an Outsourced Chief Investment
Officer (OCIO) to financial advisors, helping them to build and
maintain differentiated portfolios seeking to maximize returns,
while minimizing downside risk. "Through our innovative
Multi-Dimensional Asset Allocation solutions, we strive to improve
on traditional asset allocation by incorporating not just different
asset classes but also different approaches and disciplines," said
Brad Barrie, CEO and Co-Founder.
"I've often said, the world doesn't need another large cap core
equity fund, there are plenty of good ones already! We
launched DYMIX to offer advisors and retail investors access to
this innovative, institutional & multi-dimensional
strategy."
DYMIX seeks capital appreciation through multiple drivers of
return: stock appreciation and dividends, global macro long/short
futures strategy with access to over 40 diverse markets, cash yield
associated with the futures collateral, and most distinctly
"Dynamic Alpha" created through the rebalancing of the
non-correlated returns. This diverse approach helps to follow
DWG's philosophy around "Preparation over Prediction" and pursuing
an "All Weather" approach.
"We are incredibly appreciative and humbled by the trust
advisors & investors have placed in us, as demonstrated by
hitting this milestone in such a short period of time" says Barrie.
He added that "Although this strategy is newly packaged as a mutual
fund to make it highly accessible for advisors & investors, the
underlying global macro strategy has been trading for nearly a
decade, delivering non-correlated returns through varying market
conditions."
"We are proud to have partnered with and support DWG on the
Dynamic Alpha Macro Fund. We believed their distinctive approach
would resonate well with advisors, and this milestone has confirmed
that." said Catherine Ayers-Rigsby,
president of Advisors Preferred, adviser to the fund.
For more information about the Dynamic Alpha Macro Fund, visit
www.DynamicAlphaFunds.com and www.AdvisorsPreferred.com.
About Dynamic Wealth Group LLC
Dynamic Wealth Group
(DWG; www.DynamicWG.com) is an asset manager that believes the
psychology of investing is one of the most important things to
making money in the market long-term. Part of that psychology is
having a smoother investment experience. That's how DWG designs
portfolios. The thinking is not about trying to have quick hits but
to have a long-term successful strategy for management. DWG serves
as subadviser to the Dynamic Alpha Macro Fund.
About Advisors Preferred LLC
Advisors Preferred
(www.advisorspreferred.com) provides comprehensive services to
investment advisory firms seeking to create and distribute mutual
funds and ETF's. Acting as the advisor in a sub-advised structure,
the firm helps advisers build their practices with actively managed
mutual funds and ETF's, as well as product consultation, market
intelligence, product placement, sales reporting, compliance
services, and advanced trading. Advisors Preferred serves as
adviser to the Dynamic Alpha Macro Fund and 19 other mutual funds
in the Advisors Preferred Trust.
Ceros Financial Services, Inc., member FINRA/SIPC, serves as
distributor to the funds through its many selling agreements and is
a commonly held affiliate of Advisors Preferred. Advisors Preferred
and Ceros are not affiliated with the funds' subadviser.
Investing in mutual funds involves risk, including loss of
principal. Other risks may include Management Risk, Equity
Securities Risk, Futures Risk, ETF Risk, Market Risk, No History of
Operations Risk, Short Position Risk, Small and Medium
Capitalization Stock Risk, Taxation Risk, Turnover Risk, Wholly
Owned Subsidiary Risk. For additional details regarding these risk,
the Fund's prospectus should be read carefully prior to
investing.
There is no guarantee any investment strategy will generate a
profit or prevent a loss. There is no guarantee the funds will
achieve their investment objectives. Ceros does not provide tax or
legal advice. Please consult your tax and/or legal counsel for
specific tax or legal questions and concerns. Diversification does
not guarantee a profit or protect against loss in a declining
financial market.
An investor should carefully consider the investment
objectives, risks, charges and expenses of the Funds before
investing. This and other information can be found in the funds'
prospectus and summary prospectus, which can be obtained by calling
1-855-650-7453. The prospectus should be read carefully prior to
investing.
Contact:
Brian
Humphrey
Advisors Preferred
240-223-1965
bhumphrey@cerosfs.com
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SOURCE Dynamic Wealth Group