INVESTMENT MANAGEMENT
DISCIPLINED. DIVERSE. TAX-SMART.
OUR APPROACH
We manage portfolios the way endowments and pensions do: globally diversified, factor-tilted, tax-aware, and relentlessly low-cost. Using institutional separate accounts and direct indexing when appropriate, we minimize fees, maximize tax-loss harvesting, and optimize asset location across taxable, retirement, and trust accounts. Ongoing rebalancing, risk monitoring, and opportunistic tilts keep your returns high and your sleep quality higher. You get sophistication without complexity and performance without unnecessary risk.
ABOUT WELLER CAPITAL
Weller Capital is an independent wealth management firm focused on helping pre-retirees, retirees, and families navigate major life and financial transitions. With no proprietary products or sales quotas, our advice remains fully aligned with your best interests. We combine disciplined planning, tax-efficient investment management, and personalized guidance to help you make clear, confident decisions at every stage of life. Our clients value our proactive communication, thoughtful process, and commitment to long-term financial well-being.