Innealta Capital, an asset manager specialising in the active management of exchange-traded funds, says its SMA portfolios have been selected for availability on Schwab’s Access Managed Account Platform.
Innealta Capital’s strategies include Tactical Risk Based ETF Portfolios, a Tactical Fixed Income ETF Portfolio, a US Sector ETF Rotation Portfolio and a Country Rotation ETF Portfolio.
Innealta Capital aims to beat appropriate benchmark performance by tactically managing portfolios using a proprietary econometric model developed by its chief investment officer, Jeff Buetow.
"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," says Jeff Montgomery, chief executive officer of AFAM | Innealta Capital.
"There has been a fundamental shift in what advisers 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."