June 19, 2013 10:00 AM ET

Capital Markets

Company Overview of Al Frank Asset Management, Inc.

Company Overview

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 ...

Detailed Description

85 Argonaut

Suite 220

Aliso Viejo, CA 92656

United States

Founded in 1977

Phone:

949-499-3215

Fax:

949-499-3218

www.alfrank.com

Key Executives for Al Frank Asset Management, Inc.

Chief Executive Officer
Age: 45
Chief Operating Officer
Public Relation and Marketing Director
Senior Vice President of Investment Strategy
Chief Investment Officer
Compensation as of Fiscal Year 2012.

Al Frank Asset Management, Inc. Key Developments

INNEALTA CAPITAL Presents at Information Management Network, Inc.'s Global Indexing & ETFs, Dec-03-2012 05:00 PM

INNEALTA CAPITAL Presents at Information Management Network, Inc.'s Global Indexing & ETFs, Dec-03-2012 05:00 PM. Venue: Arizona Biltmore Resort and Spa, 24th Street & Missouri, Phoenix, AZ 85016, United States. Speakers: Scott Silverman, Senior Vice President, Business Development.

Innealta Capital Presents at 2012 ETF Invest Conference, Oct-04-2012 02:10 PM

Innealta Capital Presents at 2012 ETF Invest Conference, Oct-04-2012 02:10 PM. Venue: The Radisson Blu Aqua Hotel Chicago, 221 North Columbus Drive, Chicago, IL 60601, United States. Speakers: Gerald Buetow.

Innealta Capital Launches Innealta Capital Country Rotation Fund and Innealta Capital Sector Rotation Fund

Innealta Capital announced the launch of two mutual funds, the Innealta Capital Country Rotation Fund and the Innealta Capital Sector Rotation Fund. Each fund rotates investor capital among equities and fixed income, depending upon the risk/reward characteristics of diverse asset class exposure opportunities. The strategies offer an investor the opportunity to obtain both capital preservation and growth within a single strategy. The launch of the Country and Sector Rotation Funds offers investors and advisors actively managed, diversified investment products that attempt to help them weather all market environments. An offering that tactically seeks optimal risk return tradeoffs. The Innealta Capital Country Rotation Fund is based on a quantitatively driven, tactical asset allocation approach that potentially invests in up to 20 countries based on the specific risk/reward characteristics of each. Assets not allocated to equities are invested in an actively managed portfolio of fixed income Exchange Traded Funds (ETFs). The strategic weight of each country is generally targeted to be 5%. The Innealta Capital Sector Rotation Fund is based on a quantitatively driven, tactical asset allocation approach that potentially invests in up to 10 economic sectors based on the specific risk/reward characteristics of each. Assets not allocated to equities are invested in an actively managed portfolio of fixed income ETFs. The strategic weight of each sector is generally targeted to be 10%. Each fund seeks to outperform its benchmarks on a risk-adjusted basis through global diversification, active management, style integrity, minimized security selection risk and cost efficiency.

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