Advocating for Do-It-Yourself Investors since 2019
Headquartered in Buffalo, New York with a satellite office in Baltimore, Maryland, Wellington & Co. specializes in high-quality investment research for Main Street do-it-yourself investors. With decades of Wall Street experience, the firm’s principals realize investors have very few quality choices in the alternative investment space. Transparency, data integrity and opportunities to take advantage of market declines are rare occurrences for Main Street traders.
Wellington & Co. chose to empower the investment community with a variety of products suggesting impactful options that simplify the research process without sacrificing quality. Through a series of investor-based newsletters, members receive profit-seeking investment suggestions, strategic commentary, and industry insights via subscription service.
Wellington’s marquee newsletter, Well & Profit, offers daily commentary about headline-driven market movers, and typically includes a multitude of tangible investment choices and macro strategies for any investor seeking an advantage over Wall Street pros.
Wellington & Co. also offers a series of sector-based investment models, available to be utilized through your Schwab, Fidelity, E*Trade or TDAmeritrade account. Subscribers to the Wellington Investment Models receive a daily email, delivered no later than 30 minutes prior to the market close with Buy/Sell/Hold instructions and concentrate on a list of no-load mutual funds focused on the Oil & Gas, Gold, and Real Estate industries.
Wellington & Co. solves traditional industry inefficiencies through technology allowing all investors, institutions, governments and pension plans to better achieve their investment goals with improved confidence.
Our subscriber target market includes, but is not limited to:
Do-It-Yourself Investors (those who choose to build and manage their own investment portfolio without the assistance or guidance of a financial advisor, broker or consultant)
Accredited Investors (those with a net worth of at least one million US dollars, not including the value of their primary residence; or have income of at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year
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5651 Main Street
Buffalo, NY 14221
Investment Newsletters via Subscription
well & profit daily newsletter
We invest for all kinds of reasons. Perhaps your objective is to make and save money for retirement, maybe pay for college tuition, or even launch your own business! No matter what your goal may be, one mission is absolutely critical: your financial wellness, and profiting is the root for making your journey a successful one.
Well & Profit provides proprietary data by top analysts and editors, researched and ready by knowledgeable experts in a concise, uncluttered environment.
Subscribe today to Well & Profit and begin receiving daily investment suggestions, market commentary and inside industry knowledge to help you generate significant and meaningful returns for your portfolio.
sector-strategy investment daily newsletter
Wellington & Co. utilizes methods developed over decades combined with a discretionary macro approach to trade market sentiment. The Sector-Strategy Investment Model takes long and short positions in oil and gas, gold, and real estate mutual funds based on signals from is proprietary model and discretionary overlay.
The investment process is repeatable and highly scalable. In addition, while the strategy is simple in concept, it is difficult to duplicate because of the discretionary element or to arbitrage against.
Subscribers to the Sector-Strategy Investment Model receive exclusive trading suggestions, never available to the general public.
Use the form below to contact us regarding any questions you may have. Please be as detailed as possible. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.