Our Philosophy
Wela looks to partner with local advisors and individual clients who are looking for a transparent, research driven, simple investment strategy. Our ETF models give investors diversified portfolios that are completely transparent and allow each investor to find a portfolio that targets THEIR risk tolerance, time horizon or return expectation, while also reaching THEIR investment goals.
We strive to allocate our portfolios through ETFs that have competitive expense ratios, are appropriate based on their index, and are liquid and transparent. Through our 3rd party research along with our proprietary models, we look to determine the optimal mix of asset classes and investments within each asset class based on our long-term market outlook, along with correlations and other risk metrics. We look to overweight the areas of the marketplace in which we are in favor of, while underweighting the areas that aren’t as highly ranked within our internal and 3rd party research. Wela looks to set tolerances for each of the investments in order to keep the investor continually allocated appropriately to reach their goals.
Our Investment Committee is constantly meeting to review new data and discuss the current market events, allowing continued monitoring of the Wela portfolios.
More Questions?
Hear Wela.
Hear our founding partners respond to real, relevant financial questions from
our clients on our online radio station, Your Wealth Radio.
