Request A Prospectus: Investors should carefully consider the investment objectives, risks, charges and expenses of the Dynamic Alpha Macro Fund prior to investing. This and other important information can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus, please call 1-833-462-6433 or access online at https://regdocs.blugiant.com/dynamic-alpha-macro/. The prospectus should be read carefully prior to investing.
Past performance is no guarantee of future results. There is no guarantee the Dynamic Alpha Macro Fund will achieve its investment objective. No investment product or strategy is guaranteed to generate a profit or prevent a loss.
Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics. No compensation was provided in exchange for this rating. Ratings are calculated monthly and are subject to change. Full Morningstar disclosures and fund information: Important Disclosures.
Important Risks: Investing in mutual funds involves risk, including loss of principal. Risks specific to the Dynamic Alpha Macro Fund are detailed in the prospectus and include limited history of operations; equity securities risk; futures and commodities risk (including currency, debt, equity, energy, metals and agricultural commodities risk); ETF risk; market risk; management risk; shorting risk; small and mid-capitalization stock risk and taxation risk. For a complete description of risks specific to the Fund, please refer to Fund’s prospectus.
Relationship Disclosure: Advisors Preferred, LLC serves as Advisor to the Dynamic Alpha Macro Fund, distributed by Ceros Financial Services, Inc., Member FINRA/SIPC. Advisors Preferred and Ceros are commonly held affiliates. Dynamic Wealth Group, LLC serves as Subadvisor to the Fund and is not affiliated with the Fund’s advisor or distributor.
< Commentary
Modern Investing Strategies with Kevin Simpson & Bradley Barrie
Modern Investing Strategies – A Deep Dive with Kevin Simpson and Bradley Barrie
In this episode of “Covered Calls with Kevin Simpson,” host Kevin Simpson engages in a thought-provoking conversation with Bradley Barrie, co-founder and Chief Investment Officer of Dynamic Wealth Group. They focus on the nuances of modern investing strategies portfolio management in the current financial landscape. Mr. Barrie shares his expertise on the significance of adopting a multi-dimensional approach to investing. He also explains the importance of going beyond traditional stocks and bonds to include alternative assets and strategies. This diversified approach aims to generate returns that are non-correlated to each other and to the overall market.
The conversation delves into the intricacies of asset allocation and diversification. Mr. Barrie critiques the conventional use of standard deviation as a sole measure of risk. He proposes a more refined approach that emphasizes the importance of understanding loss deviation in portfolio management. Mr. Barrie comments that in his 20 years as a professional financial advisor, he never had a client complain about deviation on the up side.
Brad’s Cookie Analogy
The podcast culminates with Mr. Barrie introducing Dynamic Wealth Group’s new mutual fund, the Dynamic Alpha Macro Fund (DYMIX). This fund’s approach is to blend long-only U.S. equities with a non-correlated global macro long-short strategy.
This episode is a resource for both financial advisors and investors, offering insights into the world of finance and investment. It demystifies complex financial concepts, making them engaging and accessible to a diverse audience. The hosts use their expertise to navigate various financial topics, providing valuable guidance and analysis. This episode educates and entertains, making it a good blend of information and engagement tailored for anyone interested in investing in today’s world.
For more information about the modern investing strategies used in our approach behind DYMIX, please visit our page on our “Dynamic Alpha Approach.“
Dynamic Alpha Macro Fund Institutional Class (DYMIX)
Received a 5-Star Overall Morningstar Rating™.
The Overall Morningstar Rating™ is based on the Fund’s risk-adjusted performance among 37 Macro Trading funds for the three-year period ended September 30, 2026.
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