Global access

We provide access to global financial markets. Our platform is product-agnostic and has an open architecture, that allows personalized solutions for each risk profile and targets.

Through a rigorous process, our expert investment team selects the best strategies to make available for our clients. Within the selected strategies there are portfolios that address different risk profiles, investment horizons and tax optimization.

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How is my money safe?

How is my money safe?

We partner with select U.S. custodians, such that you will have your own personal account abroad featuring:

  • U.S. investment account in your name
  • Separate from Altafid and our selected asset managers
  • Separate from other clients’ assets
  • Integrated with your custodian’s platforms for easy on-boarding, access, and management of accounts

BNY Mellon | Pershing, Charles Schwab & Co., Inc, and Apex Fintech Solutions are our selected custodians. They are members of SIPC, which protects securities customers of its members up to US $500,000 (including $250,000 for claims for cash). In addition, many of our selected custodians hold excess coverage through commerical insurers. Explanatory literature available upon request or at

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Custodying assets in the U.S. may provide additional protection to investors residing in developing countries exhibiting economic, regulatory, or political instability.

Importantly, you always have control of your assets and you may open, monitor, or close your account at your discretion.

Why do you need a fiduciary?

Why do you need a fiduciary?

A fiduciary has a dual duty of care and loyalty to you, the client. It is legally obligated to operate with your best interests in mind. To put it simply, your interests must come before our service partners at all times.

A fiduciary is an entity or individual that acts on behalf of another person, putting that other person’s interests before its own. The fiduciary is a trusted advisor who is obligated at all times, and under all circumstances, to serve the role of trustee.

We work diligently to align interests between clients, wealth consultants, and asset managers, through a range of controls that include but are not limited to:

  • Clients: They are assigned a fiduciary advisor to support their investment journey. The advisor will make investment recommendations that are based purely on the suitability to the client’s individual financial situation.
  • Wealth Consultants: They do not receive additional compensation for recommending any product or service. Their compensation is aligned only with serving the client’s best interests.
  • Asset Managers: Services are purely fee-based. They do not receive any other type of compensation, directly or indirectly, from the client.
  • Altafid: We are not compensated by anyone under any circumstances for favoring a service provider, asset manager, or investment vehicle.
Altafid keeps it simple.

When you succeed, we succeed.

Investment process

Understanding your investment objectives

Before starting any investment process it is important to understand why you are investing and what you intend to achieve. The reason for investing can vary — saving for retirement, financially protecting a loved one, or simply having some cash available for a rainy day.

What level of risk is right for you?

After defining your investment objectives, it is important to determine your risk tolerance. This is a complex process that requires an understanding of your overall financial situation, which includes an assessment of your risk questionnaire.

The objective of this process is to assess your ability to weather the volatility of different market environments. Aligning your investments with your tolerance for market volatility may help you to stay invested, which we think is fundamental to achieving financial goals.

The Investment Approach

Once we have an understanding of your investment objectives and risk tolerance, the next step is to design an appropriate long-term strategy that can help you achieve your investment goals. Our global investment strategies may diversify exposure across six major asset classes: equity, fixed income sovereign, fixed income credit, commodities, foreign exchange, and real estate.

Financial research has shown that diversification increases risk-adjusted returns. Widening the scope of potential investments provides the opportunity to spread risk across different asset classes and geographies.

Altafid provides both customized and third-party multi-asset class strategies. The customized strategies rely on proprietary quantitative framework that aggregates and organizes information about expected risk and returns. Portfolios are then optimized to balance the trade-offs between expected risks and returns, diversification, costs, and other risk-management considerations.

Transparency and Clear Communication

Altafid wants you to be informed about your investments. We provide readily available statements, detailed holdings analyses, timely trading rationales, and frequent market commentaries.

You can access your information in person, by phone, or video by talking with your wealth consultant, or online through our mobile and web interfaces.

Whenever you need us, Altafid is here for you.

Altafid's ecosystem

We built a powerful ecosystem that transforms the financial industry’s standards, eliminating intermediaries, putting clients first, and aligning incentives. At the core of the ecosystem lies Altafid’s platform, at the intersection of financial innovation and state-of-the-art technology, facilitating control over your financial life.

What are the fees?

According to our fiduciary commitment, our model is oriented towards helping you maintain a larger amount of your wealth. Fees and commissions reduce returns over time, and that is why we have an only fee which is:


No surprises, no hidden charges. One fee that covers custody, trading, management, and advice.


We remove intermediaries and cumbersome products that do not add tangible, measurable value to provide you with a cost structure typically only available to institutional clients.


0.75% annually, based on total assets and charged quarterly.

What are the fees?

Why pay more?

What you may be paying What you could be paying
Back-end Load
Advisor & Management Fees

Our fee includes your advisor and management fees, simplifying the investment process and enabling you to properly compare across options. Learn how to evaluate the cost of your investments.

Types of fees at some investment firms:

  • Loads when you buy or sell an investment
  • Commissions when you trade
  • Success fees when they have positive returns, among others

USD 100,000 Minimum investment amount
You’ve worked hard to get to the top,
we’ll work harder to keep you there

Still not ready to invest?

Register now and start enjoying the benefits of our platform

 Austin, USA
13215 Bee Cave Pkwy, Ste. A240,
Austin, TX 78738
 Santiago, Chile
Rosario Norte 555, oficina 1604,
Las Condes

Members of:

This property and any marketing on the property are provided by Altafid and their affiliates.
Investment advisory services are provided by Innealta Capital, LLC, an investment adviser registered with the SEC. Please be aware that registration with the SEC does not in any way constitute an endorsement by the SEC of an investment adviser’s skill or expertise. Further, registration does not imply or guarantee that a registered adviser has achieved a certain level of skill, competency, sophistication, expertise or training in providing advisory services to its advisory clients.
Brokerage services for our advisory clients can be provided by Charles Schwab & Co., Inc. , Apex Clearing Corporation and Pershing LLC, each a SEC-registered broker-dealer and member of FINRA/SIPC. These broker-dealers are not affiliated with Altafid or its affiliates.
Please consider your objectives before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes, simulations, and projections are forward-looking statements and hypothetical in nature. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities in any jurisdictions where Innealta Capital, LLC is not registered. Any information provided prior to opening an advisory account is on the basis that it will not constitute investment advice and that we are not a fiduciary to any person by reason of providing such information.
Any descriptions involving investment process, portfolio construction or characteristics, investment strategies, research methodology or analysis, statistical analysis, goals, risk management are preliminary, provided for illustration purposes only, and are not complete and will not apply in all situations. The content herein may be changed at any time in our discretion . Performance targets or objectives should not be relied upon as an indication of actual or projected future performance.
Investment products and investments in securities are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF,OR GUARANTEED BY A BANK • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities including possible loss of the principal amount invested. Before investing, consider your investment objectives and our fees and expenses. Our internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide tax advice, nor financial planning with respect to every aspect of a client’s financial situation, and do not incorporate specific investments that clients hold elsewhere. Prospective and current clients should consult their own tax and legal advisers and financial planners. For more details, see links above to CRS (Part 3 of Form ADV) for natural person clients; Part 2A and 2B of Form ADV for all clients regarding important disclosures.
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