Welch Investment Group, LLC

Welch Investment Group provides discretionary portfolio management and financial planning primarily for individuals (including high-net-worth clients), as well as trusts, estates, charitable organizations, corporations and pension consulting clients. The firm manages about $263.8 million for roughly 387 client relationships through a small advisory team and provides retirement rollover advice supported by a written "Retirement Advice Disclosure."

Portfolios are tailored to each client’s objectives and risk tolerance and generally include individual stocks and bonds, exchange-traded funds, and no-load or load-waived mutual funds, with periodic rebalancing and reviews at least annually. The firm uses multiple public research sources and asks for discretionary authority in most accounts to implement its allocations while emphasizing diversification and cost-aware administration.

The brochure highlights a couple of features that distinguish Welch from many peers: it distributes regular written client communications beyond standard quarterly statements (including periodical material) and explicitly documents coordination with clients’ accountants and attorneys as part of its services. The firm also maintains a detailed Code of Ethics (including a 24-hour blackout period for personal trades and a policy to donate any advantage gained by an employee trade) and does not vote client proxies, leaving ballots to be sent directly to clients.