Bringing you live news and features since 2006 

Computer screen

Innealta Capital ETFs added to Schwab managed account programme


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."

Latest News

Fidelity International has announced the launch of the Fidelity Global Government Bond Climate Aware UCITS ETF, expanding its climate-focused ETF..
ETFs in Europe gathered net inflows of USD8.61 billion during February, bringing year-to-date net inflows to USD27.94 billion, according to..
Global ETFs gathered USD19.96 billion in net inflows during February bringing year to date net inflows to USD79.79 billion, according..
Since Thursday, four new ETFs issued by Xtrackers are tradable on Xetra and via the trading venue Börse Frankfurt...

Related Articles

Off the Record Episode 1
ETF Express is pleased to announce the launch of Off the Record, a new podcast series, in partnership with Truss...
February ETF flow figures from iShares at BlackRock reveal that inflows into global ETPs were moderate for a fifth consecutive...
Noel Archard, AllianceBernstein
Noel Archard has been in position as the global head of ETFs at AllianceBernstein for just over a year and...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by