A representative of WELS Investment Funds is available to assist you. To receive a copy of the Investment Overview – Material Terms of Operation, 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.
Please follow the instructions carefully and mail completed forms to:
WELS Investment Funds
N16W23377 Stone Ridge Drive
Waukesha, WI 53188-1108