It’s hard to think of a financial term with more possible definitions than “Investments”.  And the world certainly isn’t short on Investment opinions, either. At Wela Financial, we help clients and their families cut through the noise and confusion to determine custom investment strategies tailored to their goals, risk, and time frame.

We utilize many different investment vehicles including Actively Managed Advisory accounts with both custom Wela portfolios designed and managed in-house by us and portfolios from the largest and most respected financial institutions in the industry as well. These accounts can be IRA’s, Roth IRA’s, Non-qualified accounts and trust accounts, and many other types of registrations. Our Wela portfolios lean heavily on ETF positions and buffered equities to seek growth while establishing some downside protection at the same time.

We often combine these accounts strategically with a variety of Annuity solutions, most commonly Fixed Indexed Annuities or Registered Index Linked Annuities, which help diversify client portfolios, add tax strategies, and still offer market-based growth with downside market protection.

But we’re just getting started – do we have stock-based client portfolios? Income portfolios? Biblically-responsible portfolios? Woman-owned business portfolios? Yes! In fact, we regularly create individual solutions for clients.

Obviously, the main goal of investing is growth. However, we believe that sometimes, you can win by not losing. We seek long-term solutions that pursue growth but also seek to avoid loss – and while this may seem obvious, in our experience, most portfolios are only focused on growth, and just “hope for the best” when things get rough in the markets.

We also know how to talk to our clients about all of this…if you want the “Cliff-notes” explanation, we can do that – not talking above your head or talking down to you…instead, easy to understand definitions and conversations to give you knowledge and the power that comes with it.  And for those clients that are very market savvy and really want to dive into the weeds with all the data and complexities…we can do that to. In the end, we want you to have the financial investments that meet your needs, that you understand, and that are designed to preform in a wide variety of market scenarios. Give us a call…we’d love to get started with your solution today!