Welton Investment Partners was recently featured in a four-part FA Magazine series dissecting “The New Playbook for Alternative Investing” — a framework for helping advisors think more strategically about the role of alternatives in modern portfolios.
Using Welton’s football-inspired lens, the series explores how alternatives may contribute across four topic areas:
- Part 1: OFFENSE – Growth Strategies (5/6/26)
- Part 2: DEFENSE – Income Strategies (5/19/26)
- Part 3: SPECIAL TEAMS – Diversification (5/28/26)
- Part 4: COACHING THE PORTFOLIO – Putting It All Together (6/16/26)
Together, the series highlights how advisors can move beyond a traditional 60/40 mindset and consider a more dynamic approach to diversification, resilience, and long-term investment planning.
Welton is grateful to FA Magazine for the recognition and for the opportunity to contribute to an important industry conversation around the evolving role of alternative investments.