Get on the right path

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 working towards their investment goals.

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Invest with confidence

Our approach to investing is built on three solid and proven pillars.

STRATEGIC OBJECTIVE PARTNER strategies
OBJECTIVE

Successful investment strategies are not based on hunches, guesses or knee-jerk reactions. Wela utilizes some of the top research data services to guide the investment decisions that are implemented into our client portfolios. Our proprietary system for analyzing intelligence from multiple sources results in sound investment decisions.

STRATEGIC

Wela’s nine-member Investment Committee has decades of investment experience. This panel analyzes, parses and debates the research findings before crafting Wela’s macro and micro market decisions, which drive the over-weighting and under-weighting biases in client portfolios.

PARTNER

Wela understands that money and investing are deeply personal issues. Investors want to know who exactly is responsible for their portfolio. That’s why Wela provides clients with a dedicated account executive who is available to answer questions and provide updates. Our goal is to give a more one-on-one experience with the client rather than just treating them like a number.

Own your age

The goal of the Own Your Age (OYA) portfolios is to allocate investors’ portfolios simply based on their current ages. The philosophy behind these portfolios is that as investors get closer to retirement, they should begin positioning their portfolios to a more conservative allocation. The more conservative the investor’s allocation, the higher the percentage of fixed income investments they should hold.

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More conservative
Nearing retirement
Yield
OYA 60
Balance
OYA 30
Growth
I am years old. I'm looking to invest for
rapid growth
Rapid growth (risky) Balanced (moderate) Generating income (conservative)
my portfolio:
OYA 20

The OYA 30 composite includes all portfolios that are looking for a diversified approach to capital appreciation. The composite focuses on making strategic shifts within allocations based on macro- and momentum- based factors. The composite invests solely into ETFs. The composite is geared towards individuals with a high tolerance for risk.

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Past performance is no indication of future performance. Investing involves risk including the possible loss of principal. The only guarantee that can be offered is that the market will fluctuate and there may be periods of negative returns. Furthermore, the account values will fluctuate and a client’s portfolio may be more or less than their original invested value. The investments in the portfolios are not FDIC insurance, may lose value and are not guaranteed by a bank or other financial institution. Further, the information contained in this report should not be relied upon for tax purposes. Performance results are based on actual managed accounts and are reflected gross and net of fees.

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FINANCIAL SITUATION

MADE BY WELA STRATEGIES ADVISOR

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