Today's market is a complex environment for even the most sophisticated and experienced investors. At Papamarkou Wellner, our dedication to superior investment services and communication is the keystone to building successful relationships with our clients.

Investment Advisory

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 process, we work with each client to create the strategy best suited to achieving their investment objectives.

Asset Management

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.

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, Private Placements, 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.

Customized Reporting

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.

Wealth Planning

In addition, the Firm can provide access to leading providers of trust planning, estate planning, lending facilities, art advisory services and appraisal services.