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

Separately Managed Accounts

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

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.