Wela Strategies is an asset management firm uniquely equipped to help RIAs profitably serve the small client. Wela’s Practice Management Partnership (PMP) is a suite of solutions for the optimal management of smaller clients, defined as those with net worth under $500,000. PMP enables firms to fully focus on growing and serving their high net-worth clients.
Wela was built out of and born from a $1B wealth management firm also based in Atlanta. Leveraging the intellectual capital of a mature investment firm with established investment principles, philosophies and processes, Wela was able to offer an experienced investment team and low-cost solutions to investors and advisors seeking out ETF exposure and prudent management.
As ETFs continued evolving over the past 15 years, the ability to offer low-cost, tax-efficient total portfolio investment solutions for investors and advisors of any size became more widely possible. Wela initially designed portfolios built on the simple-to-understand idea of “owning your age” (OYA) in income-producing investments, so as to have investors, as a rule of thumb, tilt their portfolios more conservatively as they neared and entered retirement. An income focus on investing makes Wela’s approach (and thus, strategies) unique regarding the retirement income conundrum that many investors face today.