William Marr

Bill leads business development for Welton’s multi-channel, multi-geography strategy to meet increased investor demand as newer segments seek to add alternatives to their portfolios.
InsightsWilliam MarrChris Keenan

Why Diversification Still Matters: Reassessing a Core Principle in Today’s New Market Reality

In recent years, the effectiveness of diversification has been called into question, particularly when it is implemented through a conventional pairing of equities and bonds. The current investment landscape, characterized by heightened macroeconomic volatility and unstable asset correlations, necessitates a fresh evaluation of how diversification is applied.

EventsWilliam Marr

Texas RIA Summit | Dallas, TX

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.

Welton Investment Partners