• Skip to content
  • Skip to footer

Innealta Capital

  • Strategies
    • U.S. Equity
    • International Equity
    • Fixed Income
    • Multi-Asset
  • Investment Approach
    • Quantitative Framework
    • Investment Process
  • How To Invest
    • Mutual Funds
    • Managed Accounts
  • Resources
    • Our Insights
    • Marketing Materials
  • About Us
    • Our Firm
    • Our Team
    • Contact Us

Main Content

Scroll

Quantitative Investment Solutions

Innealta Capital merges cutting-edge academic research with efficient empirical implementation of financial techniques.

learn more about our firm

Highlights
Innealta Capital Launches the Acclivity Small Cap Value Fund
read more
The Euro – Will It Survive?
read more
U.S. Markets October Volatility
read more

We offer a diverse range of investment 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.

REVIEW STRATEGIES →

Process

By harnessing the benefits of ETFs, we provide investors with exposure to multiple asset classes and investment styles in low-cost portfolios.

SEE OUR PROCESS →

Solutions

When it comes to investing your savings, Innealta provides its clients’ with portfolio solutions via Mutual Funds and Separately Managed Accounts.

SEE OUR SOLUTIONS →

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.
learn more

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.
learn more

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.

See All Team Members

Dr. Sheridan Titman

Dr. Vito Sciaraffia

Josh Kocher

Francisco Simian

Alex Gross

Ray Chen

Joe Lahti

Alfred Zhang

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.

read our insights

November 2018

Insight Spotlight – The Euro: Will It Survive?

read more →

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
  • www.innealtacapital.com
  • This field is for validation purposes and should be left unchanged.

Footer

Innealta Capital is an quantitative asset manager in Austin, TX.

  • Privacy Policy
  • ADV 2A2B
  • Important Information

Client Service Line:

855.994.2326

Office Location

13215 Bee Cave Pkwy.
Building A - Suite 240
Austin, TX 78738
P: 737.808.4640
F: 512.436.9909

Contact Us

copyright © 2019 Innealta Capital, LLC. all rights reserved.
Site Design by Austinite Web Design Site Design by Austinite Web Design