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.
Public Relation and Marketing Director
Senior Vice President of Investment Strategy
Compensation as of Fiscal Year 2013.
Al Frank Asset Management, Inc. Key Developments
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.
Innealta Capital Presents at 2013 Morningstar ETF Invest Conference, Oct-04-2013 09:40 AM
Aug 21 13
Innealta Capital Presents at 2013 Morningstar ETF Invest Conference, Oct-04-2013 09:40 AM. Venue: Radisson Blu Aqua Hotel, Chicago, Illinois, United States. Speakers: Mark Mowrey.
INNEALTA CAPITAL Presents at Information Management Network, Inc.'s Global Indexing & ETFs, Dec-03-2012 05:00 PM
Nov 29 12
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.
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