Contact Us

A representative of WELS Investment Funds is available to assist you. To receive a copy of the annual report, ask a question, or schedule a visit for your organization, please give James A. Holm, CFP®, or Monica L. Peavy a call at 877-888-8953 or contact us via web form.

877-888-8953

James A. HolmExecutive Director

877-888-8953

Monica PeavyInvestor Services Specialist

REACH US BY MAIL

Please follow the instructions carefully and mail completed forms to:

WELS Investment Funds
N16W23377 Stone Ridge Drive
Waukesha, WI 53188-1108

HERE TO HELP

If you have any questions, please call us at 877-888-8953.