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Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market opportunities, and deliver income when bond yields disappoint.
Offense: Growth Assets and Strategies
Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging opportunities in digital assets.
Defense: Income-Generating Assets and Strategies
Defense in football isn’t passive—it’s about controlling the opponent, protecting your field position, and setting up the next opportunity. In portfolios, defensive strategies start with income, then seek to preserve capital and provide stability when equity markets struggle.
Are Trend Strategies Dead?
Investors have asked us this question given the lackluster, and frankly disappointing, performance of many of their Trend managers prior to 2019. Industry observers have opined on this as well, and they sometimes attribute disappointing performance to things like:...
Tail Risk: About 5x Worse Than You May Think
After enduring the (40%) global equity market collapse of 2008, investors large and small are eager to reexamine the perils posed by equity market “tail risk”...
Diversification: Often Discussed, but Frequently Misunderstood
Diversification remains the cornerstone of modern portfolio theory. Yet, during the financial crisis many “diversifying” investments readily followed the direction of the equity markets as they collapsed in 2008 and...
5 Things Every RIA Needs To Know About Investing In Alternatives
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Welton Wins ESG Fund of the Year at the 2023 HFM US Performance Awards in New York
Welton ESG Advantage wins ESG Fund of the Year at the 2023 HFM US Performance Awards.
Two Welton Programs Shortlisted for the 2023 HFM US Performance Awards
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below.
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.
SBAI Paris Members Lunch | Paris, France
Join us on November 22 for Matthieu Claudel's panel, “New Forms of Partnerships,” featuring representatives from CDPQ, New Alpha, and SBAI.
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.