Innealta Capital offers a diverse range of portfolio options that includes pure fixed income, equity rotation, and whole-portfolio multi-asset class portfolios. Though each portfolio and the strategies that define them are unique in design, all are rooted in the firm’s broader goal of achieving optimal risk-relative returns over longer-term investment horizons. Innealta Portfolios are constructed exclusively using Exchange Traded Funds (ETFs).
Innealta’s distinct competitive advantage is its proprietary quantitative framework and its ability to execute investment strategies that optimize the risk-reward trade-offs within and among a range of broad asset classes.
Innealta Capital is a division of AFAM Capital, a boutique investment management firm with a 40 year legacy and locations in Austin, Texas and Orange County, California. AFAM Capital serves individual investors, institutions, and advisors across the country through private separately managed accounts, mutual funds, and an investment newsletter.
AFAM Capital has strategies that fall into 3 major categories: Al Frank, Innealta and the Dynamic Portfolio Series. The Al Frank division is value-oriented equity management specializing in identifying undervalued US stocks. The Innealta division is an Exchange Traded Fund (ETF) strategic asset manager that invests both domestically and globally. The Dynamic Portfolio Series is a combination of the Al Frank and Innealta Strategies.
Innealta is led by industry professionals with deep experience in portfolio management, product customization and client service. Innealta’s competitive advantage is its proprietary quantitative framework, distinct in its development and unique in its application within the financial services industry, and the firm’s ability to provide a comprehensive range of multi-asset-class investment solutions.
At the core of Innealta’s work is a philosophy that seeks always to review prospective return in the context of relevant risks. We believe Innealta distinguishes itself in its ability to execute investment strategies that optimize the risk-reward trade-offs within and among a range of broad asset classes.
Innealta Portfolios are constructed exclusively using Exchange Traded Funds (ETFs). By harnessing the benefits of ETFs, Innealta is able to provide investors with exposure to multiple asset classes and investment styles in highly liquid, low cost portfolios.
U.S. large-cap equity and international equity rotation strategies
FIXED INCOME STRATEGY
Multi-sector fixed income
GLOBAL ALL ASSET STRATEGY
Multi-asset-class, complete investment solutions for long-term horizons
U.S. large-cap equity and international equity rotation mutual funds