Why Papamarkou Wellner?

  • Performance - Historical risk-adjusted investment returns have been excellent

  • Network - The Firm's deep and longstanding global relationships connect clients with targeted Private Placements, Direct Deals and Unique Transactions

  • Access - The Firm emphasizes communication and direct access to internal management and outside investment teams

  • Investment Platform - Top Decile Equity, Fixed Income and Alternative Investments including Hedge Funds, Private Equity, Real Estate Funds and Special Situations

  • Discipline - Independent Research driven investment process with a 30 year proven track record

  • Customization - The Firm customizes Portfolio Construction, Risk Management and Client Reporting for each relationship

  • Objectivity - Papamarkou Wellner's structure aligns the Firm's interests with those of our clients

  • 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