Innealta Capital's Tactical ETF Portfolios added to Charles Schwab's Access© Managed Account Program

AUSTIN, Texas, Nov. 4, 2010 /PRNewswire/ -- Innealta Capital, a leading asset manager specializing in the active management of Exchange Traded Funds (ETFs), is pleased to announce that its SMA portfolios have been selected for availability on Schwab's Access© Managed Account Platform.  As announced last week by Investment News, Charles Schwab's managed account volumes are growing rapidly.  With $44 billion on its managed-account-solutions platform, following a 31% increase over the past year, Schwab has one of the fastest-growing platforms and is on the brink of surpassing one or more major wirehouse platforms within the next few months.

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Innealta Capital is a quantitative asset management firm specializing in the tactical management of ETF portfolios.  The firm's strategies include Tactical Risk Based ETF Portfolios, a Tactical Fixed Income ETF Portfolio, a U.S. Sector ETF Rotation Portfolio and a Country Rotation ETF Portfolio.  Innealta Capital aims to beat appropriate benchmark performance by tactically managing portfolios utilizing a proprietary econometric model developed by its Chief Investment Officer, Dr. Jeff Buetow, Ph.D. and CFA. By harnessing the benefits of ETFs, Innealta Capital is able to provide investors with exposure to multiple asset classes and investment styles in highly liquid, low cost portfolios.

"We are pleased to take this step with Charles Schwab, a longstanding partner of the firm.  It represents our most recent step forward in our plan for building a boutique provider of active investment management solutions for the needs of advisors and individual investors," said Jeff Montgomery, Chief Executive Officer of AFAM | Innealta Capital.  "There has been a fundamental shift in what advisors and investors are demanding from professional money management firms in terms of growing and preserving wealth.  Three years ago we began to proactively position AFAM to lead and assist in meeting the needs for a significantly different investment environment."

In addition to its Tactical ETF Division, the firm offers a set of go-anywhere, All Cap Value portfolios.  The strategies offered by AFAM's Value Division are fully invested, actively managed U.S. equity strategies that seek capital appreciation over the long term.  The firm also offers a dividend oriented value strategy.

AFAM | Innealta Capital's two divisions also collectively offer a set of Dynamic Portfolio Series portfolios that pre-date AFAM's purchase of Innealta Capital.  The Dynamic Portfolio Series approach combines an All Cap Value investing approach with the Tactical Management of ETF portfolios. Advisors use the strategies in conjunction with one another to participate in the "go anywhere" style of the respective managers.   Specifically, the Dynamic Portfolio Series provide strategic and tactical, active and passive, equity and fixed income, domestic and international (including both developed and emerging economies), fundamental and quantitative, and top down and bottom up investment management approaches – all in one portfolio.  It provides broad asset class exposure in the U.S. and International markets. This approach is a solution that may do well in weathering diverse markets and serving to preserve wealth in volatile conditions.

"Our firm is focused on providing investment solutions designed to address market volatility," said Scott Silverman, Senior Vice President, Business Development at AFAM | Innealta Capital.  "Our experience in dynamically altering asset class allocations depending upon the risk-adjusted return characteristics of each asset class and the current market environment is creating solutions to problems painfully experienced by advisors and investors over the past decade."  

Innealta Capital serves as the sub-advisor to ENVESTNET | PMC's Tactical ETF Portfolio Series.  Its portfolios are also available on Fidelity's Separate Account Network® and at a variety of other broker dealer and fee based advisory platforms.  Innealta Capital has experienced rapid adoption of its strategies and its total assets managed are quickly approaching $2 billion.

To request more information, or to speak to a member of the AFAM | Innealta Capital team, please contact Scott Silverman, SVP of Business Development, at (949) 424-1010 (via e-mail: [email protected]) or Paul Osterberg, Chief Marketing Officer, at (949) 330-0899 (via e-mail: [email protected]) or James Doyle at (973) 944-8105 (via e-mail: [email protected]).

About AFAM | Innealta Capital

As of September 30, 2010, AFAM | Innealta Capital managed over $1.6 billion for financial advisors and high net worth clientele.  AFAM | Innealta Capital has two primary money management divisions.  The first, Innealta Capital, is an asset manager specializing in the active management of portfolios of Exchange Traded Funds.  Innealta Capital's competitive advantage is its quantitative investment strategy driven by a proprietary econometric model created by the company's founder, Dr. Gerald Buetow.   Innealta Capital's focus is to capitalize on the attractive market environment for ETFs, tactical strategies, and low cost portfolio alternatives.  For more information, please visit www.innealtacapital.com.  AFAM also has an all cap value division - previously known as Al Frank Asset Management - that offers separately managed accounts and two proprietary mutual funds. Al Frank Asset Management (AFAM), Inc. is an Investment Adviser, registered with the Securities & Exchange Commission and notice filed in the State of California and various other states. For more information, please visit www.alfrank.com. The firm has offices in Austin, Texas; Charlottesville, Virginia; and Laguna Beach, California.  The firm was formed last November when Al Frank Asset Management (AFAM), Inc. purchased Innealta Portfolio Advisors.  

Exchange-Traded Funds (ETFs) are securities that trade actively throughout the day on an exchange and that are designed to track the aggregate price changes of the individual securities owned by the fund.  The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is not a guarantee of future results.

SOURCE Innealta Capital

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