Our Firm

Tekmen Wells is a boutique investment management firm and family office. Our work emphasizes the application of analytical research and the construction of custom risk portfolio solutions.

Our private equity offering is core to our services. Our investors tend to be successful entrepreneurs. We often draw on their operating experience for the private equity investments we lead. They enrich our community and contribute meaningfully to our deal flow.

We built Tekmen Wells with our portfolio in mind. Our mission is to seek superior investment outcomes by educating clients and providing custom solutions. We are privately owned. We are investors and analysts. We are not salespeople. Our firm, which we consider our community, accepts investor members on an invitation-only basis.

  • All our investment recommendations are grounded in fundamental analysis. Our work is quantitative. Our investment expectations are supported by thoughtful assumptions. We focus on low volatility strategies and target top risk-adjusted returns.
  • Our investment research is unbiased and independent. We do not have any obligations or incentives to invest with any particular manager. We do not collect commissions from any such transactions. Our incentives are closely aligned with those of our members. We perform due diligence on each investment and only recommend investments that objectively stand on their own merits.
  • We are strong proponents of transparency. That means clear and easily accessible returns, benchmark comparisons, and peer comparisons. Allocations are readily available and rationale for allocations along with specific investments is at the forefront of our communications.
  • Courtesy and like-mindedness is core to our community. We only work with individuals and companies that share our values and work ethic. This includes everyone from investment managers to employees to investor members.

We are privately owned. We are investors and analysts. We are not salespeople.

Methodology

Our mission is to deliver superior investment outcomes, which we define as:

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Better risk adjusted returns

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Risk appropriate investments

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More predictable results

There are three main ingredients to our process, which are integral to delivering superior investment outcomes.

  1. Knowledge & Education: We educate our investor members on market conditions and valuations. Our process includes a detailed analysis and discussion of risk tolerance, targeted returns and implications for financial goals. In this fashion, we set the direction of portfolios with a road map in mind. Investor members have a clear view of how to reach goals, the market conditions that may affect investing decisions, and the risks associated with their chosen strategies.
  2. Transparency & Visibility: In order to make use of the investing roadmap, members must have a clear and unobstructed view of their portfolios. We provide investors with a portfolio and performance dashboard to help track progress against this roadmap including a clear view into allocations, returns, risk, and benchmark / peer comparisons.
  3. Custom Portfolio Solutions: Part of our mission is the break-down of barriers to investing alongside ultra-wealthy families. In numbers, we are strong and we are available to attract more exclusive investment opportunities. When we due diligence investment opportunities, we use proprietary research and analytical tools to build diversified portfolios with optimal risk-adjusted returns in mind.

Team

We have an experienced and analytical management team

Hakan K Ergulec is a Co-founder and Managing Partner of Tekmen Wells, and has over 17 years of experience working with family offices and private equity investing. Mr. Ergulec has assisted several families in investing their wealth for the long-term in both public markets and private investments.

Mr. Ergulec is active in the private equity community as the Founder and Managing Partner of Altin Capital Partners, an affiliate of Tekmen Wells that specializes in structuring direct private equity investments in lower-middle market businesses. Over the years, Mr. Ergulec has served on the boards of several companies and helped numerous companies in achieve growth targets by attracting executive management and providing guidance with long-term strategic plans.

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Tracy L Nixon is a Co-Founder and Managing Partner of Tekmen Wells, and has over 25 years of experience with advising and managing assets of ultra-high net worth families.

Ms. Nixon’s experience spans both public equity and private equity investments. Ms. Nixon is a Senior Executive Adviser and board member of Altin Capital Partners, an affiliate of Tekmen Wells that specializes in structuring direct private equity investments in lower-middle market businesses. Over the years, Ms. Nixon has served on the boards of several companies and helped numerous companies achieve their growth targets.

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Ginney Song is an Investment Management Analyst at Tekmen Wells, and has over 10 years of experience with public equity analysis, portfolio structuring, and investment management. Ms. Song performs economic and market research, performs due diligence on investment opportunities, and works closely with investor members.

Ms. Song’s expertise is in equity analysis and investment valuation. Her strengths included performing due diligence on companies and interviewing senior management teams.

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