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 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.
Papamarkou Wellner's professionals bring an average of 20 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.
The Firm’s PW Portfolio LLC offers clients a vehicle to participate in a diversified portfolio of our best investment ideas. Papamarkou Wellner also manages bespoke equity portfolios catering to specific client objectives, as well as the PW Growth, Growth & Income, and Focused Equity strategies.
Through PW & Co., the Firm's Capital Introduction team utilizes deep and longstanding global relationships to connect clients with targeted Direct Private Equity Deals, Private Placements, Special Situations, Real Estate Opportunties, and Unique Transactions.
BROKERAGE & TRADING
The Firm provides full service trading capabilities in global equities, fixed income, options and foreign exchange markets through its registered broker/dealer, PW & Co.
The Firm employs cutting edge 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 customized basis.
In addition, the Firm can provide access to leading providers of trust & estate planning, tax services, lending facilities, art advisory services and appraisal services.
Historical risk-adjusted investment returns have been excellent
The Firm emphasizes communication and direct access to internal management and outside investment teams
Independent Research driven investment process with a 30 year proven track record
Papamarkou Wellner's structure aligns the Firm's interests with those of our clients
The Firm's deep and longstanding global relationships connect clients with targeted Private Placements, Direct Deals, Special Situations, and Unique Transactions across the asset classes
Top Decile Equity, Fixed Income and Alternative Investments including Hedge Funds, Private Equity, Real Estate Funds and Special Situations
The Firm customizes Portfolio Construction, Risk Management and Client Reporting for each individual relationship
INDEPENDENT AND 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. Clearing through Pershing LLC