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Rating:Innealta Wins Favor at Morgan Stanley Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 17, 2014

Innealta Wins Favor at Morgan Stanley

Reported by Anastasia Donde

Innealta Capital's two flagship mutual funds have recently been added to Morgan Stanley Wealth Management's platform and are available, The Innealta Capital Country Rotation Fund (COUAX and ICCIX) and the Innealta Capital Sector Rotation Fund (SROAX and ICSIX), the funds, which were launched in January, 2013 are now available for use by Morgan Stanley's clients.

The firm, which is a division of Al Frank Asset Management and has $4 billion under management in a variety of separate accounts and mutual funds, also has some of its strategies already represented on the UBS and Wells Fargo platforms, but not Merrill Lynch's yet, said Scott Silverman, Innealta's head of business development.

The two funds tactically allocate capital among equities and bonds based on the securities' risk/reward charecteristics at the time. The funds, which were started in separate account form first and use ETFs, seek to outperform their benchmarks on a risk-adjusted basis through diversification, active management and cost efficiency, a news release said. Innealta manages multiple portfolio strategies based on a proprietary econometric model developed by its founder and CIO, Gerald Buetow

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