Wela Strategies is an Atlanta-based investment management firm that serves investors who seek top-level investment guidance but don’t meet the high minimum investment required by many firms. Wela’s research-based methodologies and careful asset allocation in ETFs provide investors with a diversified portfolio that helps accomplish their specific goals.
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.