Investment Management

Our investment philosophy is deeply rooted in experience and prioritizes simplicity. We don't believe that investment management should be 'flashy' or exciting - we believe that good habits and consistent maintenance are keys to long term success. Here's how we do it:

We do not practice market timing

How We Build
Portfolios

We act with discretion

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Strategically and globally diversified

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Balance of growth and value styles

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Actively managed & rebalanced

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Seek maximum after-tax returns

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A proven track record

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ETF's, Mutual Funds, SMA’s

Am I taking the right amount of risk in my investments?

What is my
risk score?

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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