Services

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Services

Our mission at Welch Hornsby is to build and preserve the wealth of our clients. We provide fee-only investment advisory services to High Net Worth individuals and families; to endowments and foundations; to corporate and municipal retirement plans; and to other institutional entities.

Individuals

Our clients' diversity energizes us and challenges us creatively. Guided by our commitment to our client’s long-term success, we listen closely to build a portfolio that fully integrates every limb of the client’s financial tree.

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Institutions

At Welch Hornsby, we have a long history of working closely with investment committees, boards, and family members to craft comprehensible portfolio solutions to meet the entity’s distinctive needs.

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Participant Directed Retirement Plans

As a co-fiduciary, Welch Hornsby provides leadership to investment committees and assists with everything from drafting investment policy statements to selecting and monitoring investment management options.

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Our Services