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    • Wela helps to provide advisors with investment options that can make management of clients more efficient and provide an option for advisors who have clients unable to meet the company minimum. Advisors can also look to invest with Wela through separately managed accounts.

      EXPERIENCE

      Our approach to investing is built on three solid and proven pillars:

      OBJECTIVE

      Successful investment strategies are not based on hunches, guesses or knee-jerk reactions. Wela’s investment strategy and tactics are based on top-notch third party research. Our proprietary system for analyzing intelligence from multiple sources results in sound investment decisions.

      STRATEGIC

      Wela’s nine-member Investment Committee has a combined 100+ years of investment experience. This panel analyzes, parses and debates the research findings before crafting Wela’s macro and micro market decisions, which drive the over-weighting and under-weighting biases in client portfolios.

      PARTNER

      Wela understands that money and investing are deeply personal issues. Investors want to know who exactly is responsible for their portfolio. That’s why Wela provides clients with a dedicated account executive who is available to answer questions and provide updates. Our goal is to give a more one-on-one experience with the client rather than just treating them like a number.

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