Lexington, KY Office

The Welch Group serves individual investors, trusts, business entities and retirement plans with discretionary portfolio management, financial planning and consulting, and periodic reporting services. In addition to traditional investment management, the firm offers family office–style and concierge services and can implement allocations within variable annuity sub‑divisions when engaged to do so.

The firm designs portfolios to align with each client’s stated objectives and provides ongoing supervision and periodic review, using a mix of fundamental, technical, charting and cyclical analysis across long‑term, short‑term and trading horizons. Financial planning may be delivered as part of an ongoing advisory engagement or as a separate stand‑alone service, and the firm provides aggregated reporting and data storage that can include assets not managed by the adviser.

Several operational features distinguish The Welch Group from many peers: it has adopted controls for the use of artificial intelligence tools, including pre‑approval, vendor due diligence and restrictions on sharing nonpublic personal information with public AI systems. The firm also provides higher‑touch services such as concierge bill‑payment coordination and family office offerings, maintains aggregated reporting for excluded assets, and leaves proxy voting decisions to clients rather than voting client proxies on their behalf.