Our investment strategy is grounded in the desire to help each client achieve established financial goals while maintaining an appropriate level of risk determined through client consultation. Our Investment Management services offer several investment options, but all start with understanding the needs and desires of the client.
Getting to Know Each Other
When we start working together, our team will take the time to get to know you and gain an understanding of your needs, your financial situation, and your feelings around investing. Then, we will craft a personalized investment strategy designed to help you achieve your goals. But this relationship isn’t a one-way street—you’ll also get to know your advisor team. In those early meetings, you’ll discuss how often you’d like to be in contact, what the best methods of communication are, and overall what you want the relationship to look like.
Your advisor team is focused on establishing the best investment plan to help you achieve your goals, and they will be your go-to contact for questions, updates, and more as you navigate through the financial process.
Our Investment Philosophy & Process
The company’s investment philosophy and process are designed by The Welch Group’s Investment Committee and then implemented by your advisor team to help ensure you have the right strategy to help meet your financial goals. We recognize that there are many factors at play when investing. This is why we place such an emphasis on getting to know you and building a strong working relationship—so that we can craft a consistently sound strategy for you.
Growth Strategy with a Safety Net™
This is our proprietary investment strategy, and it’s designed to help give you peace of mind in all market conditions. At The Welch Group, we’re proactive. We continually monitor investment opportunities-in times where market confidence aligns with your needs, and also in times when your needs change, or market confidence diminishes. We work to help protect your capital by understanding market cycles, operating with the familiarity and knowledge of the investment landscape.