Papamarkou Wellner Asset Management, Inc. ("Papamarkou Wellner") provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, special situations, and real estate. Papamarkou Wellner also runs three separately managed equity strategies: the PWAMI Growth Equity Strategy, the PWAMI Growth & Income Strategy, and the PWAMI Focused Equity Strategy. The Investment Committee continually monitors these investments and their performance.
Additionally, the Firm manages a private fund vehicle for its clients to participate in a diversified portfolio of our best investment ideas across asset classes. Utilizing its deep global network, the firm also offers clients access to select investment opportunities including private deals, closed funds, and special situations.
The Firm's registered, full service broker/dealer, Papamarkou Wellner & Co., Inc. ("PW & Co.") provides trading in global equities, fixed income, options and foreign exchange markets as well as access to margin lending capabilities.
Papamarkou Wellner Asset Management, Inc. is an SEC - registered investment adviser. The Firm's wholly owned subsidiary, Papamarkou Wellner & Company, Inc., is a member of FINRA, SIPC, NFA, and MSRB.
Customer Relationship Summary (Form CRS)