Over the past few weeks, I have spoken with a couple dozen financial advisors to understand how they are managing the current investment climate and, in particular, how they are thinking about incorporating alternatives into their portfolios in an uncertain world. Here are five takeaways from these discussions.
Welton Investment Partners today announced that it has appointed William Marr as Head of Business Growth. This is an expanded role for the alternative investment strategy veteran who joined Welton in April 2022 as Senior Managing Director to launch and lead Welton’s Wealth Management Group.
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started.
Join us on May 20 for Dr. Oren Rosen's panel, "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies," featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Join us on November 28 for William Marr's panel, "Market Outlooks and Opportunities" (CFP), featuring representatives from Balentine, Cerity Partners, Hamilton Capital Partners, and NovaPoint Capital.
Join us on September 21 to see Bill Marr's panel, "Recalibrating the 60/40 Asset Allocation Model," where panelists will discuss tactics to help clients navigate inflation, higher interest rates, and increasingly frequent market shocks over the short and long-term.
With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey that managers are compared to. So, do higher rates improve a hedge fund’s performance expectations, or are they a headwind? As with most things, it depends.
The wisdom of the venerable 60/40 allocation was questioned in 2021 amid the end of the 40-year bond bull market. But now, some major media outlets are declaring that 60/40 is back. But is it safe?
iCapital’s platform will enable streamlined access to Welton’s institutional-quality investment solutions to the wealth management community, including brokerage houses, RIAs, private banks, and family offices.
