| Morningstar 2024 Top Performing Tactical-Allocation Fund Quantified STF Fund (QSTFX) |
2025-01-07 00:00:00 |
Based on Morningstar fund data as of December 31, 2024 |
Morningstar |
No fee was paid in connection with this award. |
| Morningstar 2023 Top Performing Tactical-Allocation Fund Quantified STF Fund (QSTFX) |
2024-01-17 00:00:00 |
Based on Morningstar fund data as of December 31, 2023 |
Morningstar |
No fee was paid in connection with this award. |
| SMArt-X Advisory Solutions 2022 Strategist of the Year |
2022-03-02 00:00:00 |
Based on annual data for the period ending December 31, 2021 |
SMArtX Advisory Solutions |
No fee was paid in connection with this award. |
| Wealth Advisors Top 100 Model Portfolios & SMAs |
2022 |
Based on annual data for the period ending December 31, 2021 |
The Wealth Advisor |
An application fee was paid in connection with this award. |
| Refinitiv Lipper Fund Awards 2022 Winner (Best Fund over 3 & 5 Years) - United States Quantified STF Fund (QSTF) |
2022-03-10 00:00:00 |
Based on a 36-month performance history for the period ending November 30, 2021. |
Lipper Funds |
No fee was paid in connection with this award. |
| ThinkAdvisor Luminaries 2021 Executive Leadership |
2021-08-16 00:00:00 |
Based on achievements and contributions made in the 12 to 18 months prior to the nomination deadline of May 17, 2021. |
ThinkAdvisor |
An application fee was paid in connection with this award. |
| Morningstar 2021 Top Performing Allocation-50% to 70% Equity Fund Quantified Pattern Recognition (QSPMX) |
2022-01-14 00:00:00 |
Based on Morningstar fund data as of December 31, 2020. |
Morningstar |
No fee was paid in connection with this award. |
| Morningstar 2020 Top Performing Tactical-Allocation Fund Quantified STF Fund (QSTFX) |
2021-01-14 00:00:00 |
Based on Morningstar fund data as of December 31, 2019. |
Morningstar |
No fee was paid in connection with this award. |
| Morningstar 2017 Top Performing U.S. Equity Mutual Fund (All Morningstar Equity Categories Minimum AUM $100 Million) Quantified STF Fund (QSTFX) |
2018-03-13 00:00:00 |
Based on Morningstar fund data as of December 31, 2016. |
Morningstar |
No fee was paid in connection with this award. |
| Wealth Management.com 2019 Industry Awards Finalist Category Asset Managers-Separate Accounts Finalist Quantified Fee Credit (QFC) Strategies |
2019-06-07 00:00:00 |
Approximately Q1 2018 - Q1 2019 |
WealthManagement.com |
An application fee was paid in connection with this award. |
| Wealth Management.com 2016 Industry Awards Category Asset Managers-Alternatives Finalist All Terrain Platform Strategies |
2016-08-08 00:00:00 |
Approximately Q1 2015 - Q1 2016 |
WealthManagement.com |
An application fee was paid in connection with this award. |
| Wealth Management.com 2016 Industry Awards Category Best Socially Responsble Investing Strategies Finalist For a Better World |
2016-08-08 00:00:00 |
Approximately Q1 2015 - Q1 2016 |
WealthManagement.com |
An application fee was paid in connection with this award. |
| Top Work Places - 2021 |
2021-11-15 00:00:00 |
Typically based on end-of-year data from the previous year. |
Detroit Free Press/Energage |
No fee was paid in connection with this award. |
| Top Work Places - 2013 |
2013-11-22 00:00:00 |
Typically based on end-of-year data from the previous year. |
Detroit Free Press/Energage |
No fee was paid in connection with this award. |
| Top Work Places - 2012 |
2012-11-19 00:00:00 |
Typically based on end-of-year data from the previous year. |
Detroit Free Press/Energage |
No fee was paid in connection with this award. |
| Top Work Places - 2011 |
2011-11-14 00:00:00 |
Typically based on end-of-year data from the previous year. |
Detroit Free Press/Energage |
No fee was paid in connection with this award. |
| Inc. 500/5000 Award |
2015-08-25 00:00:00 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Inc. 500/5000 Award |
2014 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Inc. 500/5000 Award |
2013 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Inc. 500/5000 Award |
1995 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Inc. 500/5000 Award |
1994 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Inc. 500/5000 Award |
1993 |
Based on a company's total revenue growth over a previous three-year period. |
Inc. Magazine |
An application fee was paid in connection with this award. |
| Financial Times 300: Top Registered Investment Advisers |
2015-06-18 00:00:00 |
Primarily used asset and growth data from the 2014 calendar year, along with other criteria. |
Financial Times |
No fee was paid in connection with this award. |