American Independence and JAForlines to Offer ETF-Based Risk Managed Allocation Portfolio

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JAForlines brings nearly 10 years of ETF-based portfolio management experience to the partnership

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JAForlines has a long history of achievement in managing multi-asset, ETF-based portfolios and we are very pleased to partner with them to bring this risk-managed strategy to the market. - American Independence Managing Partner John Pileggi.

American Independence Financial Services, LLC (American Independence), a New York-based investment advisory firm and manager of mutual funds and separate accounts, today announced a strategic partnership with J.A. Forlines, LLC (JAForlines), a leading asset manager specializing in risk managed, ETF-based global allocation investment solutions. JAForlines will sub-advise on the new American Independence Risk Managed Allocation Strategy that pursues long term growth while tactically managing short-term volatility to preserve capital. The partnership will design and market funds, SMAs and other vehicles for the intermediary market.

“The approach JAForlines takes to capturing market upside of long term opportunities while managing tactically to reduce short term risk aligns extremely well with the needs of financial professionals and investors today,” said American Independence Managing Partner John Pileggi. “JAForlines has a long history of achievement in managing multi-asset, ETF-based portfolios and we are very pleased to partner with them to bring this risk-managed strategy to the market. This is truly a “skill based” business, and the combination of JAForlines’ people, process and record make this an attractive opportunity for American Independence and its clients.”

“It is an exciting time for ETF Investment Strategists. Outsourced investment management is gaining momentum and we believe this industry could represent $120 billion in assets in 2015, up from $64 billion today,” according to Katharine Earhart, Head of the iShares Connect Program at BlackRock. “We began covering this sector in 2008 and have seen an average 30% rate of growth in ETF Investment Strategists in our program over the past couple of years. J.A. Forlines brings a special expertise and deep knowledge of ETF portfolio construction and trading to advisors interested in outsourced model portfolios. Their partnership with American Independence will enable them to make their strategy available to a much broader audience.”    

John A. Forlines III, Chairman & Chief Investment Officer of JAForlines remarked, “American Independence brings an extraordinary depth of experience in managing and distributing investment products. It’s a tremendous opportunity to leverage their talent and industry knowledge. We have been seeking to broaden our reach into the intermediary market, and American Independence’s investment infrastructure and sales force makes them an ideal partner.”

The American Independence Risk Managed Allocation Strategy showcases JAForlines’ conservative growth strategy that pursues opportunities across asset classes as well as geographies through an actively managed ETF-based portfolio. The firm uses a proprietary fundamental research methodology to analyze and adjust to short term conditions while taking a long term view of global markets.

About American Independence Financial Services, LLC
American Independence is an investment advisory firm registered with the SEC providing professional, actively managed investment advisory services to 8 American Independence funds, as well as separately managed accounts, aggregating approximately $1.1 billion in assets under management as of May 31, 2013. The firm is comprised of industry leaders with over 25 years of average industry tenure. To learn more about American Independence, visit or call (646) 843-6901.

About J.A. Forlines, LLC (JAForlines)
JAForlines is a New York-based investment manager specializing in ETF-based risk managed, global allocation strategies. The firm’s flagship portfolio emphasizes growth in rising markets and capital preservation in down or volatile markets. JAForlines’ portfolio management is available via separately managed accounts, model account strategies, and in qualified retirement plans. To learn more about JAForlines, visit

The above release represents views at the time of preparation, may be subject to change and should not be interpreted as investment advice. Investing involves some degree of risk. Investing in ETFs include indirectly bearing fees and expenses charged by the ETFs in addition to other fees and expenses an investor would incur by investing in the Risk Managed Allocation Strategy (the “Strategy”), such as advisory, brokerage commissions and custody. There is no assurance that the Strategy, or the underlying ETFs the Strategy may utilize, will achieve their objectives.


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