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
Innealta Announces Executive Changes
Oct 2 15
AFAM Capital has announced the appointment of Dr. Vito Sciaraffia as Co-Chief Investment Officer of its Innealta Division. This appointment represents the firm's latest effort to add robust intellectual capital as it continues expanding its institutional-quality investment committee. As Co-Chief Investment Officer, Dr. Sciaraffia will collaborate with Innealta founder and Co-CIO Dr. Jeff Buetow and the full Innealta Investment Committee. Dr. Sciaraffia joined the firm earlier this year after holding a senior level position at Dimensional Fund Advisors. In conjunction with these resource additions, Mark Mowrey, CFA, is being promoted to Senior Portfolio Manager of the Innealta Division. Mr. Mowrey has been involved in developing the Innealta portfolios since 2009.
Al Frank Asset Management, Inc. Presents at Morningstar ETF Conference - Chicago 2015, Sep-30-2015 03:10 PM
Aug 18 15
Al Frank Asset Management, Inc. Presents at Morningstar ETF Conference - Chicago 2015, Sep-30-2015 03:10 PM. Venue: Sheraton Chicago Hotel and Towers, 301 E. North Water Street, Chicago, IL 60611, United States. Speakers: Mark Mowrey, Senior Vice President, Portfolio Manager, Member of Investment Committee, Member of Innealta Investment Committee, and Member of Management Committee.
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.
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