Case Studies

In-depth investment knowledge.

“There is no substitute for careful and independent research in the complex task of investing.”

Peter Brown
Portfolio Manager

Welch & Forbes has a long tradition of excellence in serving our clients. The value we bring to each relationship extends well beyond our investment expertise. The following case studies exemplify how we differentiate ourselves as stewards of our client’s financial and personal affairs. Our professionals, whether they are portfolio managers, tax managers or estate settlement managers, consistently aim to make a difference in their client’s lives. These stories are evidence of that guiding principle.

Complex Planning and Unexpected Health Concerns

Managing life as a single person is challenging enough without the complexities that come along with major financial decisions. That’s why many of our clients appreciate the benefits of having the Welch & Forbes team behind them.

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Helping Business Owners Manage Their Assets and Navigate Their Exits

Business owners often build their careers – and their personal lives – around the companies they own. Their time, energy, and cash are committed to helping their prized asset grow, and eventually it becomes the hub of their financial lives. They may have significant amounts of deferred equity tied up in the business and a vision for the exit that will provide the ultimate return on their investment.

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Financial Comfort and Confidence During Divorce

Divorce is an emotionally charged, unsettling process even before finances become part of the conversation. The tug of war across families can be complex, and the nuances of dividing assets can increase anxiety significantly. Our goal in these cases is to minimize concerns and recognize financial value, while providing confidence that the right information is leading to the right decisions.

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Investment Management for Nonprofits - Is the Famed “Endowment Model” Holding You Back?

Nonprofit endowments have for decades trended towards the standardized approach made famous through its success with Ivy League institutions. Born out of Yale and tagged as the gold standard, the endowment model starts at the macro level and creates a “manager of managers” environment. The investment firm serving as the lead engages dozens – sometimes more than 100 – best-in-class managers across all asset classes to create a highly diversified portfolio.

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