Southeast RIA Summit | Atlanta, GA

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.

Talking Hedge | Marina del Rey, CA

Join us on October 18 for Dr. Patrick Welton's panel, "Beyond 60/40: The Role of Diversifying Strategies & Customized Solutions," featuring representatives from Albourne, San Bernardino County Retirement System, Investcorp-Tages, and Crabel.

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.

Beach Clean-Up with Save Our Shores

A big thank you to Save Our Shores, a local organization dedicated to preserving clean shores, healthy habitats and living waters within the Monterey Bay. It was our privilege to partner with you this month to help clean up our local beach.    ...

Welton Investment Partners