Company Overview of Al Frank Asset Management, Inc.
Al Frank Asset Management Inc is a privately owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also caters to pension and profit sharing plans, investment companies, charitable organizations, and corporations. The firm manages separate client-focused equity portfolios. It also launches and manages equity mutual fund for its clients. The firm invests in the public equity markets of the United States. It invests in value stocks of companies across all market capitalisations. The firm employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio ...
Aliso Viejo, CA 92656
Founded in 1977
Key Executives for Al Frank Asset Management, Inc.
Chief Executive Officer and Chairman
Founder, Chief Investment Officer of Innealta Division, and Portfolio Manager
Public Relation and Marketing Director
Chief Investment Officer, Director of Research, and Chief Portfolio Manager
Compensation as of Fiscal Year 2015.
Al Frank Asset Management, Inc. Key Developments
AFAM Capital Inc. Selects Rock Harbor to Distribute Al Frank Mutual Fund
Oct 1 14
AFAM Capital Inc. announced that it has selected third-party wholesaler Rock Harbor as the newest distribution partner for its Al Frank mutual fund (VALUX). Effective immediately, the Al Frank Fund is available to financial advisors nationwide through the Rock Harbor distribution network.
Innealta Capital Launches Innealta Capital Tactical Fixed Income Fund
Apr 1 14
Innealta Capital has launched a new mutual fund, the Innealta Capital Tactical Fixed Income Fund (YLDAX/YLDIX/YLDNX). The Fund was created to offer investors the opportunity to potentially achieve risk-adjusted returns from exposure to a wide spectrum of fixed income securities. It is driven by a quantitative model which takes economic, fundamental, risk and technical analyses into consideration when evaluating the risk/reward potential of investing in various fixed income sectors, as represented within the ETF investment universe. The Fund, Innealta's first standalone product offering a pure fixed income investment strategy, invests in ETFs and exchange-traded notes (ETNs) that track fixed income indices. Its investments may include bonds issued by governments, government agencies, municipalities and companies across a wide range of industries and market capitalizations in the U.S. and foreign markets, as well as asset-backed securities. Its quantitative investment framework attempts to control for both risk and yield at the portfolio level.
Innealta Capital Launches Risk Based Opportunity Moderate Fund
Oct 14 13
Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund (ROMAX/ROMIX/ROMNX/ROMRX). The Fund's objective offers investors the opportunity for both long-term capital appreciation and income within a single strategy. The Fund employs a quantitative model based on economic, fundamental, risk and technical analyses that evaluate the risk/reward potential of investing in equity asset classes relative to fixed income. The Fund operates as a fund-of-funds and primarily invests in ETFs that are exposed to a variety of asset classes, including equities, fixed income, commodities, currencies and real estate. Its portfolio construction process is based on the proprietary Secular Tactical Asset Allocation (STAA) approach developed by Innealta's Investment Committee. The STAA methodology enables Innealta to attempt to capture enhanced risk-adjusted returns by tactically shifting the Fund's equity exposure by up to 20% in either direction depending on market conditions. The Fund seeks to invest in leveraged ETFs in order to free up portfolio collateral, which can then be allocated to high-yield investments deemed by Innealta to possess attractive risk/reward trade-offs.
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