Our Solutions
Differentiated and diversifying
Building portfolios
in pursuit of better outcomes
Drawing upon a library of investment strategies developed over more than three decades of experience, we harness enduring global returns from four major asset classes: foreign exchange, commodities, fixed income, and equities. We combine them in creative ways to achieve the alpha and capital preservation that sophisticated investors seek. Our strategy depth enables us to offer investment solutions that can help you:
- augment investment returns,
- mitigate systemic risks, and
- achieve portfolio diversification across market cycles.
Hedge Strategies
Focus on generating true diversifying returns across market cycles.
Welton Global
Focuses on absolute returns and true diversification across economic cycles. Features little to no correlation to broader markets and incorporates dedicated downside equity protection.
Welton Trend
Focuses on multi-asset class long-term trend returns across economic cycles. Features true diversification through little to no correlation to broader markets.
Advantage Strategies
Focus on improving style-class returns while fully integrating risk allocation and downside protection.
Welton Advantage
An equity hedge strategy that seeks to diversify passive equities by combining active equity returns with improved risk management and downside capture over a full range of market conditions.
Let’s create better investment outcomes together. Contact us to get started.
The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results. Welton Investment Partners LLC is a Delaware limited liability company that provides investment advisory and day-to-day operational services previously assumed by Welton Investment Corporation, its predecessor, which itself merged from a California corporation originally formed in 1988.
