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MFWire: Al Frank Funds, Innealta Funds
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AFAM Capital
3292 Coast Highway
Suite 260
Laguna Beach, CA  92651
Google Maps

Main Phone: 949-499-3215
Web Site: http://www.alfrank.com

Mutual Fund Brand(s)
Al Frank Funds, Innealta Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Al Frank Asset Management, founded in 1977, operates two mutual funds. It firm entered the mutual fund business in January 1998 with the launch of the Al Frank Fund, which targets long-term capital appreciation. In September 2004, the firm unveiled its second '40 Act offering, the Al Frank Dividend Value Fund, which shoots for long-term total return from capital appreciation and dividend income.

    Chief investment officer John Buckingham has managed both funds since their inception.

    In December 2009, Al Frank Asset Management more than doubled its total managed assets when it acquired Innealta Portfolio Advisors, a quant shop specializing in tactically managed portfolios of ETFs.

    Al Frank Asset Management is known for its Prudent Speculator newsletter. Al Frank started the newsletter in 1977 and published a book with the same title in 1989.
    Sponsored Opportunities

    Key People:
    Eric Hare
    President, AFAM Capital
    Vito Sciaraffia
    ~ Unassigned
    John Buckingham
    Chief Investment Officer, Al Frank Asset Management
    Jason Clark
    VP and senior PM, AFAM Capital
    Story Archive for AFAM Capital
    Published On Story Headline Publication
    8/15/2019 An RIA's MF Startup Keeps the Lead MFWire.com
    7/18/2019 A Tactical Startup Launches and Leads MFWire.com
    4/18/2019 Micro Fund Firms' Flows Share Septuples MFWire.com
    2/27/2019 Bond's ETF Startup Takes the Lead MFWire.com
    8/30/2018 In a Perfect Microcosm, a Focus Shop Buys a Fund Firm MFWire.com
    3/17/2016 Two ETF Strategists Dominated 2015 MFWire.com
    1/4/2016 A Texas Quant's Founder Steps Aside But Not Out MFWire.com
    11/2/2015 On Black Friday, an ETF Strategist Will Shutter a Bond Fund MFWire.com
    9/1/2015 After F-Squared's Fall, Which ETF Strategists Are Flying High? MFWire.com
    6/20/2014 Financial Finesse's Davidson Calls for More Projections 401kWire.com
    6/17/2014 Innealta Wins Favor at Morgan Stanley MFWire.com
    9/30/2013 A Laguna Beach Shop Hires a Boston Salesman MFWire.com
    7/9/2013 Laguna Boutique Brings in a High Net Worth Guru MFWire.com
    12/28/2012 AP Chats With Three PMs MFWire.com
    1/23/2012 Innealta Unveils Two Mutual Funds MFWire.com
    7/2/2010 Al Frank's Chief Adds Another Hat MFWire.com
    12/3/2009 Al Frank Makes a Buy MFWire.com
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