Custom Portfolio Solutions

Tailored to meet needs of each investor. Stress-tested and quantitatively analyzed against risk tolerance and investment objectives.

All portfolios are not created equal. An efficient portfolio maximizes the expected return for any given level of risk. We use our proprietary research and analytics with the goal of creating efficient portfolios across the risk spectrum. All our portfolio solutions are diversified and stress tested to ensure they meet our standards. The investments that are selected undergo our due diligence process and are only used if our founders would consider them for their own personal accounts.

  • Engineered to be close to the efficient frontier
  • Structured to provide the best possible expected return for a given level of risk
  • Portfolio allocations developed using capital market assumptions based on modern portfolio theory
  • Managers undergo risk adjusted return comparison against peer groups across various metrics

We provide access to wide range of private equity and venture capital investments.

Family Office Services

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

We are a family office formed originally to serve the needs of our founders and a tight-knit group of friends and colleagues in the investment community. Tekmen Wells pools together its resources and offers the following services to its member families:

  • Custom risk portfolio solutions
  • Private equity and venture capital investing
  • Advisory services for privately held businesses
  • Private investment search & private equity club investments
  • Financial planning and budgeting
  • Borrowing and loans for cash flow and tax management
  • Estate planning & life insurance trusts
  • Shared administrative, executive assistant, bookkeeping and accounting services

Private Equity Investing

Focused on direct sourcing and structuring of lower middle-market buyouts and venture capital opportunities.

We provide access to a wide range of private equity and venture capital investments. We have a dedicated deal team with over 20 years of institutional private equity and venture capital experience generating proprietary deal flow of direct investments into attractive middle market companies.

We originate our own leveraged buyouts and growth financing transactions, and make those opportunities available to our clients.

Our in-house deal flow is proprietary, undergoes due diligence, and is structured by an experienced team. We are highly selective in the deals we bring to market.

Types of Deals We Source & Originate

Leveraged Buyouts of Middle-Market Companies

  • Family owned businesses undergoing a generational transition, passing torch to next management team, and those needing a path to succession
  • Corporate divestitures and orphan brands needing a strong management team
  • Capital deprived opportunities with a clear path to growth through an identified expansion plan.
  • Consolidations and roll-ups
  • Select distressed and turnaround opportunities

Late Stage Growth Capital Financings of Middle-Market Companies

  • Consolidations seeking growth capital financing
  • Vertical integration strategies
  • Infrastructure expansion opportunities

Venture Capital Deal Flow

  • Limited technology risk. Established management teams. Large market potential opportunities.

Deal Flow Through Partners

  • Co-investment opportunities to invest directly in companies alongside established private equity funds
  • Limited partnership investments in private equity funds

We only work with individuals and firms that share our ethics and values.

Custody of Assets

We are SEC registered and subject to strict US Federal compliance guidelines.
Client assets reside in client’s name at Pershing, BNY Mellon

  • Registered as an investment advisor with the United States Securities and Exchange Commission
  • Independent 3rd party annual compliance reviews
  • Subject to Pershing, BNY Mellon and Envestnet compliance standards
  • Founded 1939
  • $1.5 Trillion of client assets in over 6 million accounts
  • SPIC Coverage plus additional insurance from Lloyd’s
  • Owned by BNY Mellon
  • Accounts are held in client’s name at Pershing
  • Founded in 1784 by Alexander Hamilton; Oldest US Bank
  • $29.1 Trillion assets under management & custody
  • Founded in 1990
  • Leading portfolio management platform with $850BN of assets across 3.5 million accounts
  • 2,500 employees worldwide
  • All Performance reporting and disclosures come directly from Envestnet
  • Adheres to Envestnet compliance standards
Sources:
Pershing LLC, 2Q16 Pershing at a Glance (as of June 30, 2016)
Bank of New York Mellon, Company Fact Sheet (as of March 31, 2016)
Envestnet’s 2015 Annual Report