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Innealta ETF portfolios added to Ameriprise Financial platform


Innealta Capital, an asset manager specialising in the active management of exchange-traded funds, will have its solutions included as part of Ameriprise Financial’s Active Opportunity ETF Portfolios investment platform.

"Our solutions are rapidly being adopted by sophisticated financial advisers 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," 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. Through the use of ETFs, our quantitative portfolios provide international and domestic exposure to fixed income and equities. Our solutions allow advisers and investors to think globally, and act tactically."

Innealta Capital is a quantitative asset management firm specialising in the tactical management of ETF portfolios. The firm’s strategies include tactical ETF risk based portfolios, a US sector rotation ETF portfolio, and a country rotation ETF portfolio. 

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