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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