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Quantitative Investment Solutions
Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques.
The Value of Well-Designed Factor Portfolios
We offer a diverse range of investment strategies, including fixed income, equity, and global multi-asset class solutions.
STRATEGIES
Our distinct product suite includes fixed income, equity, and multi-asset portfolios with exposure to domestic and international markets.
Process
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.
Solutions
When it comes to investing your savings, Innealta provides its clients’ with portfolio solutions via Mutual Funds and Separately Managed Accounts.
Acclivity Investment Research

Dynamic Investment Solutions

Meet Our Team
Our multidisciplinary team possesses several advanced degrees, including PhD, MBA, and MS from top academic institutions. In addition, our portfolio managers have an average of 14 years of industry experience.

Tu Lyu

Yunqing Li, FRM

Brandt Green, CFA

Javier Arriagada

Franco Fava

Dr. Sheridan Titman

Dr. Vito Sciaraffia

Francisco Simian

Alfred Zhang, FRM, CFA

Dr. Gonzalo Maturana

Nick Bowers

Carla Fava
our insights
The Innealta Insights section contains a series of market commentaries spanning different economic topics relevant to our investment decisions.
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.
- 737.808.4640
- consulting@innealtacapital.com
- Follow Us
- 13215 Bee Cave Pkwy. Suite 240. Austin, TX 78738
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