Scott Welch
Chief Investment Officer and Partner at Certuity, a multi‑family office managing over $4 billion in assets. Leads the investment strategy and participates actively in risk management across all facets of the firm's investments.
Best podcasts with Scott Welch
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8 snips
Aug 11, 2025 • 57min
E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch
Scott Welch, Chief Investment Officer at Certuity, shares insights from managing over $4 billion in assets. He discusses the importance of building globally diversified portfolios while balancing risk factors and asset classes. Scott highlights innovative strategies for tax efficiency, including market-neutral overlays that create 'tax alpha.' He expresses optimism about investing in sports teams and sailing as emerging asset classes. Additionally, Scott reflects on the Fed's influence on markets and the psychological biases that affect investor decisions.
4 snips
May 6, 2025 • 8min
Welch’s ‘Dog Walk’ Market Strategy
Scott Welch, Chief Investment Officer at Certuity, shares his insightful market strategy, likening it to taking a 'dog walk' during turbulent times. He advises against panic and suggests a careful approach to risk. Anticipating a rate cut in June, he highlights the potential for clarity in U.S. trade policy. While advocating for international investments and small to mid-cap stocks, he currently considers large-caps as a safer bet. His thoughts on navigating economic uncertainty provide valuable insights for investors.
