WHY PAPAMARKOU WELLNER?
Today's market is a complex environment for even the most sophisticated and experienced investors. At Papamarkou Wellner, we strive to understand and analyze emerging trends.
With consistent communication and unique direct access to top managers across both traditional and alternative asset classes, our dedication to superior investment services is the keystone to building successful long-term relationships with our clients.
Our particular strength lies in a wide network of relationships and unique investment opportunities and managers that we identify, select, and monitor—many not found on platforms of larger institutions. We then conduct thorough research and robust due diligence through a formalized process.
INVESTMENT ADVISORY
Papamarkou Wellner's professionals bring an average of 25+ years' experience to both domestic and international high net worth and institutional investing. Through a disciplined and unbiased process, we work with each client to create and recommend the strategy best suited to achieving their investment objectives.
PROPRIETARY PRODUCT OFFERINGS
In addition to its PW Growth Equity and PW Growth & Income strategies, the Firm also has several in-house private funds. Please reach out if you're interested to learn more about them.
CAPITAL INTRODUCTIONS
Through PW & Co., the Firm's Capital Introduction team utilizes deep and longstanding global relationships to connect clients with targeted Direct Private Equity Deals, Unique Transactions, Private Placements, Special Situations, SPACs, Venture Capital funds, and Real Estate and Real Asset Opportunities.
BROKERAGE & TRADING
The Firm provides full service in-house trading capabilities in global equities, fixed income, options, and foreign exchange markets through its registered broker/dealer, PW & Co.
CUSTOMIZED REPORTING
The Firm employs hands-on investment reporting and data analytics tools. Asset allocation, holdings, transactions, and performance for individually managed accounts as well as consolidated portfolios are provided to all clients on a completely customized basis.
WEALTH PLANNING
In addition, the Firm has a close network of partners and can provide access to leading providers of trust & estate planning, specialized tax and legal services, lending facilities, art advisory services, and appraisal services.
PERFORMANCE & DISCIPLINE
Papamarkou Wellner’s historical risk-adjusted investment returns have been excellent due to a disciplined independent research-driven investment process with a 30+ year proven track record.
ACCESS & NETWORK
Papamarkou Wellner emphasizes communication and direct access to management / investment teams. Due to its deep and longstanding global relationships, the Firm is able to connect clients with targeted Private Placements, Direct Deals, Special Situations, and other Unique Transactions across the asset classes.
OBJECTIVITY & CUSTOMIZATION
Papamarkou Wellner's structure aligns the Firm's interests with those of our clients. We customize Portfolio Construction, Risk Management, and Client Reporting for each individual relationship.
INDEPENDENT & EMPLOYEE-OWNED
Papamarkou Wellner Asset Management is an SEC-registered Investment Adviser. Papamarkou Wellner & Co., Inc., the Firm's wholly-owned subsidiary, is a Registered Broker/Dealer, member FINRA, SIPC, NFA, and clearing through Pershing LLC (BNY Mellon).