Texas RIA Summit – September 21, 2023

Please join us to see our panel, "Recalibrating the 60/40 Asset Allocation Model," where we'll 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