William Marr Archives - Welton Investment Partners

Building Better Portfolios: How to Select a Macro or Trend Manager

Jun 25, 2024 | Insights

You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started. William Marr: Pat. It’s a vast universe out...

Southeast RIA Summit | Atlanta, GA

Nov 3, 2023 | Events

Southeast RIA Summit, Atlanta, GA November 28th, 2023 Location: Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326 The fifth annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million...

Texas RIA Summit | Dallas, TX

Sep 8, 2023 | Events

Texas RIA Summit September 21, 2023 Location: Hyatt Regency Dallas, 300 Reunion Blvd, Dallas, TX 75207 The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state...

Welton Investment Partners Announces Partnership with iCapital to Provide the Wealth Management Community with Access to its Multi-Strategy Macro Program

Feb 15, 2023 | News, Articles, & PR

New York – February 15, 2023 — Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm’s strategic partnership with iCapital, the leading global fintech...

Building Better Portfolios: How to Select a Macro or Trend Manager

Southeast RIA Summit | Atlanta, GA

Texas RIA Summit | Dallas, TX

Welton Investment Partners Announces Partnership with iCapital to Provide the Wealth Management Community with Access to its Multi-Strategy Macro Program

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