WELCH INVESTMENT GROUP, LLC

Overview

Welch Investment Group, LLC is an independent registered investment adviser organized as an LLC and operating under an owner-managed structure. The firm provides fee-based portfolio management and financial planning, primarily serving individuals, families and smaller institutional clients. Its client fee model is a percentage of assets under management, and the firm also produces periodicals or newsletters as part of its advisory activities. Investment preference is equity-oriented: the ADV indicates a strong tilt toward exchange-traded equities. Welch Investment Group is not positioned as an ESG-focused allocator, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals may form part of client service workflows.

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Public Holdings

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Location & Offices