Bill Marr Archives - Page 2 of 2 - Welton Investment Partners

The 60/40 Portfolio Is Back — But Is It Safe?

Aug 16, 2023 | News, Articles, & PR

Financial Planning Wishful thinking is never a great investment strategy. But in the current macroeconomic environment, we can be forgiven for wanting to go back to the tried and true. Take the 60% equities, 40% bonds formula. The wisdom of the venerable portfolio...

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

May 16, 2023 | Insights

Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital...

CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises

Mar 15, 2023 | News, Articles, & PR

Buoyed by solid performance last year, hedge funds such as Welton and Graham Capital are building up distribution to high-net-worth advisors. By Chris Larson March 15, 2023 The relatively strong performance of hedge funds overall during last year’s public markets rout...

The 60/40 Portfolio Is Back — But Is It Safe?

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises

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About Welton

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New York – Branch Office

Paris – Research Center