Innealta Capital's Tactical ETF Portfolios Added to the Ameriprise Financial Active Portfolios® Investments Platform

Dec 03, 2010, 11:41 ET from Innealta Capital

AUSTIN, Texas, Dec. 3, 2010 /PRNewswire/ -- Innealta Capital, a leading asset manager specializing in the active management of Exchange Traded Funds (ETFs), announced today that its solutions will be included as part of Ameriprise Financial's Active Opportunity ETF Portfolios(SM) investment platform.

(Logo: )

"Our solutions are rapidly being adopted by sophisticated financial advisors and high net worth clientele. Receiving the mandate from Ameriprise is another 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.  Through the use of ETFs, our quantitative portfolios provide international and domestic exposure to fixed income and equities.  Our solutions allow advisors and investors to think globally, and act tactically."

Innealta Capital is a quantitative asset management firm specializing in the tactical management of ETF portfolios.  The firm's strategies include Tactical ETF Risk Based Portfolios, a U.S. Sector Rotation ETF 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.

"Our firm is focused on providing investment solutions designed to address market volatility.  The quantitative, tactical approach we employ aims to simultaneously meet the goals of wealth accumulation and wealth preservation," 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.  The number of people moving into or currently living in retirement accentuates the need for active asset managers that aim to do well in all types of market conditions."

Innealta Capital also serves as the sub-advisor to ENVESTNET | PMC's Tactical ETF Portfolio Series.  Its portfolios are also available on Charles Schwab's Access© Managed Account Program, 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 or advised upon 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: or James Doyle at (973) 944-8105 (via e-mail:

About AFAM | Innealta Capital

As of October 31, 2010, AFAM | Innealta Capital managed or advised upon nearly $1.8 billion in assets 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

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  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.  ETFs are subject to risks similar to those of stocks, such as market risk, and investors may experience losses.  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.


James Doyle


(973) 944-8105

Scott Silverman

AFAM | Innealta Capital

SVP, Business Development

(949) 424-1010

SOURCE Innealta Capital