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We offer a diverse range of portfolio strategies, including fixed income, equity, and global multi-asset class solutions.
STRATEGIES
Our unique product suite includes fixed income, equity, and multi-asset portfolios with exposure to domestic and international markets.
Process
By harnessing the benefits of ETFs, we provide investors with exposure to multiple asset classes and investment styles in low-cost portfolios.
Solutions
When it comes to investing your savings, Innealta provides its clients’ with portfolio solutions via Mutual Funds and Separately Managed Accounts.
We specialize in dynamically managed multi-asset class investment strategies comprising Exchange Traded Funds.
Mutual Funds
Innealta Capital offers two distinct and unique mutual funds, rooted in core academic principals and implemented through use of a proprietary quantitative framework. The funds target a broad, unbiased exposure to sectors, indsutries, countries, and regions, in accordance with its mandate. The funds are available at most major custodians and broker/dealers.
Separately Managed Accounts
Innealta offers four broad categories of separately managed accounts ranging from pure fixed income, U.S. equities, international equities, and global multi-asset class portfolios. Innealta’s SMAs are available through Envestnet, LPL, most major custodians, as well as many other platforms.
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.
Dr. Sheridan Titman
Dr. Vito Sciaraffia
Josh Kocher
Francisco Simian
Alex Gross
Ray Chen
Joe Lahti
Alfred Zhang
Dr. Gonzalo Maturana
Nick Bowers
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