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Carla Fava Quiroga

Advisor at Innealta Capital

Updated today
Innealta Capital logo

Firm

Innealta Capital

Location

Austin, TX

Credentials

Series 66

Industry experience

8 years

About

Carla Fava Quiroga is a financial advisor at Innealta Capital with eight years of industry experience. She holds the Series 66 designation and has worked at Dimensional Fund Advisors LP and DFA Securities LLC prior to joining Innealta Capital in 2018. Innealta Capital provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, separately managed accounts, and institutional investors. The firm employs a quantitative, risk-managed investment process that integrates proprietary factor-based equity models and routinely uses derivatives to implement tactical allocations and risk controls.

Client services

Based on Innealta Capital

Portfolio management

Expertise

Based on Innealta Capital

Factor investing / smart beta Active portfolio management Tax-loss harvesting Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% per annum (0.25% per quarter) $1,000,001 - $10,000,000: 0.75% per annum (0.1875% per quarter) $10,000,001+: 0.5% per annum (0.125% per quarter)

Other

Account minimum: $50,000

Location

Austin, TX

Most active in

Texas

Work history

Innealta Capital, LLC

2018 - Present (8 years)

Unemployed

2017 - 2017 (1 year)

DFA Securities LLC

2017 - 2017 (1 year)

Dimensional Fund Advisors LP

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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