WELCH FINANCIAL INVESTMENTS, LLC

Overview

Welch Financial Investments, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses and on selecting third-party advisers. The firm operates under a percentage-of-AUM fee model and reports an Individual owner structure. Its advisory activity indicates a mix of direct portfolio management and manager selection, suggesting a hybrid approach where in-house advice is supplemented by external specialists when needed. Investment emphasis is on publicly available pooled vehicles—primarily mutual funds—and fixed income instruments, with a noted allocation to real estate exposures via REITs. The firm is not identified as an active ESG investor and is not positioned as a multistate or pension consultant. Custody and trade execution are routed through a major custodian, which supports access to a broad menu of mutual funds, ETFs and fixed-income securities.

Assets & Accounts

Public Holdings

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Location & Offices