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Institutional

Institutional

Welton is a veteran alternative investment manager dedicated to developing diversifying investment strategies to measurably enhance our clients' broader portfolios.  Our clients include multi-manager funds, institutions, private banks and family offices throughout the world.

In our ongoing efforts to exceed our clients’ highest institutional expectations, we are committed to excellence across four well-defined dimensions beyond investment performance alone.

Risk Management

  • Welton adheres to a comprehensive Enterprise Risk Management model, having explicitly identified a broad list of potential firm-wide risks and their corresponding mitigation steps and routine procedures.  Unique to Welton compared to most other firms, Welton has formalized oversight for this firm-wide risk management model under our dedicated Chief Enterprise Risk Management Officer.


Operations

  • Welton’s operations are the product of both decades of operational experience and knowledge, but also a commitment to incorporating recognized industry best practices.  These considerations span everything from top-down firm governance, compliance, departmental reporting, and systems infrastructure to name a few.


Transparency

  • Welton offers our clients an uncommon level of transparency, both as it pertains to their investment as well as the firm itself.  For example, daily 3rd-party risk reporting is available via our private client website, and comprehensive investment and firm updates are provided in concise quarterly reports, reports designed with the cooperation and guidance of our investors themselves.


Client Service

  • Welton takes great pride in the consistent praise of our clients for our responsiveness and professionalism.