Welton Investment Partners LLC

Welton Investment Partners LLC is a registered investment adviser with the SEC, established in 2014. The firm specializes in providing discretionary investment management services in commodity futures contracts, OTC foreign exchange products, and equity securities. Welton offers separate managed accounts, private investment funds, and sub-advisory services to mutual funds. The firm's investment strategies focus on managed futures/global macro trading and multistrategy trading, aiming to invest across diversified global markets. Welton emphasizes risk-adjusted returns and sustainability, incorporating ESG factors into its investment decisions. For Advisory Futures Fund Clients, Welton offers two fee schedules, one including management and performance-based fees, and the other with an off-settable fee payment. Management fees are generally 1.5% per annum, with performance-based compensation up to 20% of net gains. Multistrategy Clients pay management fees up to 1.5% per annum and performance-based compensation up to 15% of net gains. The firm may engage in soft dollar arrangements for research and brokerage services. Welton exercises investment discretion for clients, voting proxies in accordance with client policies. The firm does not have custody of client assets but provides regular account reviews and reporting. Welton's Code of Ethics governs personal trading and ethical conduct. The firm compensates third parties for client referrals and does not engage in principal transactions with client accounts. Additionally, Welton's brokerage practices include the use of soft dollars for research and brokerage services.