Working with Wela
Wela provides every client with a tailored, transparent, research-driven and easy-to-understand investment strategy. Our ETF models allow each investor to own a portfolio that targets their risk tolerance, time horizon or return expectation, while also reaching their investment goals.
We create client portfolios using ETFs that are appropriate based on their index and provide competitive expense ratios, liquidity and transparency. Our third-party research and proprietary models help us determine the optimal mix of assets and investments based on our long-term market outlook, correlations and other risk factors. Wela sets allocation maximums and minimums for each of the investments in order to keep the investor properly allocated to reach their goals.
Our clients work with Wela’s team of strategists to open an account at a qualified custodian (Charles Schwab, Fidelity Investments, TD Ameritrade, etc.) at which Wela maintains a relationship. Client assets are held at one of these institutions, but permission is given to Wela to actively manage the investments within these accounts. Reporting is done monthly by the chosen custodian and quarterly by Wela via website access. Clients receive communication from Wela on a regular basis regarding market perspectives, allocation adjustments and reviews of portfolios.
In addition to managing investments for clients, Wela is focused on being a financial advisor in any capacity necessary for our clients. We expect our clients to rely on us and our expertise for all financially relevant decisions that they are faced with. We are oftentimes the necessary connector for clients to receive the proper estate planning, tax planning, retirement planning and budgetary advice. Wela’s focus is investment management, but our advisors are prepared to assist clients with basic guidance regarding these principles and will connect them with the professionals necessary to tackle more than general concerns.