We are leading change in asset management with some of the world’s most sophisticated institutional investors.

Founded in 1988

Offices in California and New York

Welton Top Facts

  • Founded in 1988
  • Offices in Carmel, CA and New York, NY
  • Serving foundations, endowments, family offices, sovereign wealth funds and pension plans

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We empower professional investors to make people’s lives better and more secure by seeking to raise returns on invested capital.

Empowered by more productive investments, charitable foundations can grant more, endowments can support more, families can conserve more, sovereigns can fund more, and retirees can be more secure—for longer.

Our solutions solve real challenges side by side with our investors.

One of the largest challenges facing the developed world is underfunding that now requires increased capital productivity to solve. If honestly accounted, the gap between committed capital and expected benefits has led to return requirements that have seldom been greater. Our solutions including our Welton Complete Alignment Model partnering approach are designed to close this gap.

Our Process is Scientific

We believe the future of investing will be guided by discovery, technology, and science. There will be leaps and bounds in investment inventions, but few ultimately will provide real impact to investors. Recognizing this, we have designed a repeatable, transparent, and measurable investment process that seeks to deliver true value to our investor partners.

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At Welton Ideas Matter

Trying to solve problems that will not only change what is possible for professional investors, but also enhance the lives of many people who depend on their results is no easy feat. We’re always looking for fellow ideators and problem solvers to help advance the way investing is done.

Interested in joining the team? Click here to check out our Careers page.

We believe investor performance requires Operational Excellence.

Just like we believe risk goes beyond investment risk and should be managed at the enterprise level, we believe that excellence goes beyond performance results. We are a proud member of AIMA and a signatory of HFSB. Learn more about how our operational processes go above, beyond, and lead the best industry standards.

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Industry Veteran, Basil Williams, Joins Welton Investment Partners as President

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NEW YORK, NY, March 26, 2019 — Welton Investment Partners today announced the hiring of…

Douglas Bry, Senior Strategist at Welton, Re-elected to National Futures Association (NFA) Executive Committee

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Welton congratulates our own Douglas Bry, Senior Strategist at Welton Investment Partners, on his recent…

Welton Trend Wins Best Trend-Follower at CTA Intelligence’s 2019 U.S. Performance Awards

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We are pleased to relay that our Welton Trend program has won Best Trend-Follower at…