Custom portfolios
Portfolios are tailored to personal risk comfort and return objectives
Tekmen Wells
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About Tekmen Wells
Custom investment management is the core service, with portfolios built around each investor's return objectives and comfort with risk. The firm acts as an investor representative, gathering ideas and research from financial institutions to inform portfolio construction. It measures personal risk tolerance, sets portfolio risk guardrails, and stress tests investments to help address potential market losses. Clients receive analytics showing how a portfolio may behave in different market conditions. The approach is designed to participate in market upswings while keeping risk within agreed bounds, without relying on timing market entry points. Tekmen Wells serves high-net-worth families in New York City through financial advisory services focused on long-term investment goals.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Risk guardrails
Risk guidelines and stress tests help address market surprises.
Portfolio analytics
Clients can review portfolio analytics across market conditions.
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