We offer a diverse range of investment strategies, including fixed income, equity, and global multi-asset solutions.
Our distinct product suite includes fixed income, equity, and multi-asset portfolios with exposure to domestic and international markets.
Our quantitative framework aggregates and organizes information about expected risk and returns. Portfolios are then optimized to balance the trade-offs between expected risks and returns, diversification, costs, and other risk-management considerations.
When it comes to investing your savings, Innealta provides its clients with portfolio solutions via Mutual Funds and Separately Managed Accounts.
Quantitative Investment
Solutions
Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques.
Acclivity Investment Research
Designed by renowned finance academics and experienced investment practitioners, these multi-factor strategies aim to deliver excess returns by systematically targeting securities with higher expected returns while maintaining broad diversification and minimizing costs.
Dynamic Investment Solutions
The Innealta Capital Dynamic Investment Solutions seeks to provide investors with a well-diversified core exposure to equities and fixed income. The balance between these two major assets classes within the fund is dynamically adjusted as market conditions change, with the goal of participating in up markets and managing risk in down markets.
CONTACT US
Whether you are a current client with questions about your portfolio or are a prospective client interested in speaking with a consultant, we encourage you to contact us at the phone number and email provided below or the contact form on the right.
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