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InsightsWilliam MarrChris Keenan
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio

The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio

Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect recognition that modern portfolios need more than stocks and bonds to deliver diversification, manage risk, and capture new return opportunities.

Authors

  • 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.



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  • Christopher Keenan

    Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives.



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, | Feb 4, 2026

InsightsWilliam MarrChris Keenan
A New Playbook for Client Portfolios

A New Playbook for Client Portfolios

Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough.

Authors

  • 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.



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  • Christopher Keenan

    Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives.



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, | Feb 4, 2026

InsightsWilliam MarrChris Keenan
Framing the History of Alts and Asset Allocation Through Football

Framing the History of Alts and Asset Allocation Through Football

This 60/40 playbook worked well during eras of falling rates and reliably negative correlations between stocks and bonds. But the game has changed. Investors are concerned about stretched valuations in key asset classes. Interest rates have ratcheted higher. And inflation is unpredictable. As a result, stocks and bonds have become more correlated, meaning both assets may fall together, challenging portfolio diversification.

Authors

  • 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.



    View all posts


  • Christopher Keenan

    Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives.



    View all posts


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, | Feb 4, 2026

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News, Articles, & PR

News, Articles, & PRChris Keenan
Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards

Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards

We are honored to share that Welton Advantage was shortlisted in two categories at this year’s 2024 HFM US Performance Awards: “Equity, US-Only,” and “Multi-Strategy Under $1bn.” Thank you to HFM, and hearty congratulations to the distinguished fellow nominees.

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Sep 12, 2024

News, Articles, & PRWilliam Marr
Welton Investment Partners Appoints William Marr as Head of Business Growth

Welton Investment Partners Appoints William Marr as Head of Business Growth

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.

Author

  • 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.



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Sep 5, 2024

News, Articles, & PRChris Keenan
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund

Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund

Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX).

Author

  • Christopher Keenan

    Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives.



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Jul 25, 2024

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Events

EventsWilliam Marr
Talking Hedge | Austin, TX

Talking Hedge | Austin, TX

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.

Author

  • 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.



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| May 6, 2024

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