Welch Capital is an independent registered investment adviser that provides discretionary portfolio management services to separate account clients. We manage the investment portfolios of friends and family alongside our own via the Total Return Folio—the firm's long-only separately managed account strategy. This is the only investment strategy currently offered by the firm.
Welch Capital is an active investment manager. Fundamentally, we believe active managers can achieve superior returns, provided one adheres to a proven and disciplined investment strategy.