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Investment Process

For over a decade, Innealta Capital has advised and managed global investment portfolios of exchange traded funds. Our multidisciplinary team possesses several advanced degrees, including PhD, MBAs, and MS from top academic institutions. Our portfolio managers have an average of thirteen years of industry experience.

We optimize the portfolio to account for revised forecasts, portfolio constraints, the evolving ETF universe, and trading costs. The firm then executes through numerous broker dealers in order to minimize transaction costs and dependency on any one relationship. On a daily basis, the firm monitors the framework’s forecasts, the universe of global asset performance, and the portfolios’ performance. As markets evolve, we evaluate our experiences and the performance of our framework to refine our process.