Our firm has had a longstanding relationship with our institutional custodian Charles Schwab & Co., Inc.  By clicking on the button below, you will be redirected to the Schwab Alliance website.  Upon authentication, you will be able to view all of your account balances, recent transactions, and portfolio allocations.

 

 

Welch Investment Group, LLC | 313 NW A Street, Grants Pass Oregon 97526 | 541.474.6616 | info@welchig.com

ADDITIONAL INFORMATION ABOUT WELCH INVESTMENT GROUP, LLC IS ALSO AVAILABLE AT THE SEC'S WEBSITE WWW.ADVISERINFO.SEC.GOV.