Innealta Capital's Flagship Funds Are Added To Morgan Stanley Wealth Management Platform

We believe Expanded Distribution Reflects Investor Interest in Actively Managed Country and Sector Rotation ETFs Focused on Managing Risk and Preserving Wealth

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Innealta Capital

Jun 17, 2014, 08:30 ET

AUSTIN, Texas, June 17, 2014 /PRNewswire/ -- Innealta Capital, a division of AFAM Capital and a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs), announced that Morgan Stanley Wealth Management has added to its investment platform the Innealta Capital Country Rotation Fund (tickers: COUAX and ICCIX) and the Innealta Capital Sector Rotation Fund (tickers: SROAX and ICSIX). Each fund rotates investor capital among equities and fixed income, based on the risk/reward characteristics of diverse asset class exposure opportunities.

"We are pleased that our flagship funds have been added to the world's premier distribution platform," said Scott E. Silverman, CIMA®, Senior Vice President of Business Development at Innealta Capital. "The Morgan Stanley Wealth Management platform significantly expands our reach to advisors and investors seeking actively managed, diversified investment options for managing risk and attempting to preserve wealth."

Morgan Stanley Wealth Management provides financial and wealth planning services to clients, with a diversified platform of investment products. It is one of three business divisions of Morgan Stanley, a global financial services leader with $1.94 trillion in client assets, more than 16,000 financial advisors and 1200 offices in 43 countries.

"We believe today's volatile market environment creates demand for investment strategies that are biased toward optimal risk return tradeoffs," said Jeff Montgomery, Chairman and Chief Executive Officer of Innealta. "Innealta's Sector and Country Rotation funds attempt to harness the potential benefits of ETFs to deliver these strategies, with broader access to multiple asset classes and investment styles in highly liquid, low-cost portfolios."

The Sector and Country Rotation funds, which were derived from Innealta's most popular separately managed account offerings, seek to outperform their benchmarks on a risk-adjusted basis through global diversification, active management, style integrity, minimized security selection risk and cost efficiency. Innealta manages multiple portfolio strategies based on a proprietary econometric model developed by Founder and Chief Investment Officer, Dr. Gerald Buetow, Ph.D., CFA, and has grown rapidly by offering separately managed accounts.

Please contact James Doyle at 973-850-7308 or [email protected] for more information.

About Innealta
Innealta Capital is a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs). The firm 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.

We believe Innealta's distinct competitive advantage is the effectiveness of its proprietary quantitative framework and its ability to execute investment strategies that attempt to optimize the risk-reward trade-offs within and among a range of broad asset classes.

There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.

Mutual Funds involve risk including the possible loss of principal.

The Fund may invest in commodities, currencies and use derivatives including option and futures. Currencies are subject to interest rate, exchange rate, economic and political risks. Commodity prices may be influenced by weather, disease, environmental factors and government regulation. Derivatives involve counter-party, valuation and correlation risks. Investments may also be exposed to leverage, inverse and inverse leveraged ETF risk which could increase or decrease a positions value and fund performance.

The Fund is a "fund of funds," a term typically used to describe an investment company whose principal investment strategy involves investing in other investment companies, such as ETFs. The cost of investing in the Fund will generally be higher than the cost of investing directly in ETFs or other investment company shares. Investments in fixed income securities can fluctuate with changes in interest rates and additional risks are associated with high yielding securities which are subject to greater levels of credit and liquidity risk. The Fund may invest in or have exposure to commercial and residential real estate companies which are subject to economic conditions, interest rates, property taxes and operating expenses, among others.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Innealta Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained by calling 888.994.6827 or visit our website www.innealtafunds.com. The prospectus should be read carefully before investing. The Innealta Funds are distributed by Northern Lights Distributors, LLC, member FINRA.

AFAM Capital, Inc., is not affiliated with Northern Lights Distributors, LLC.

CONTACT:
James Doyle
Jennifer Connelly Public Relations
973-850-7308
[email protected]

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SOURCE Innealta Capital