INVESTMENT PROCESS

Papamarkou Wellner dedicates itself to providing optimal asset allocation for each client. Our experience, analytical modeling, and specialty in discovering traditional, emerging, and niche investment strategies allows the firm to create efficient client portfolios designed to achieve short and long-term investment goals. 

Papamarkou Wellner Asset Management takes pride in its rigorous research and due diligence process for our wide range of investments as well as consistent management and monitoring. The firm leverages superb access to alternative investments in order to increase diversity and overall performance while decreasing portfolio risk.

As the first graphic below illustrates, the firm utilizes proprietary research capabilities, consisting of investment sourcing methods, quantitative research, qualitative research, optimized portfolio construction, and constant investment monitoring.

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As the second graphic illustrates, markets are unpredictable and the benefits of a diverse portfolio overtime cannot be ignored.