About Markowski Investments
You probably know Chris Markowski from his radio show and podcast, "Watchdog on Wall Street." If you tune in, you know that Chris Markowski is the champion for the individual investor. For over two decades, he has taken to the airwaves to provide investors with unbiased, free advice on how to grow their money and protect their assets.
As the name of the show implies, he also serves as an investor advocate. He isn't shy about warning individual investors about Wall Street scams or using the knowledge he gained from working in Wall Street to reveal what goes on behind the Wall Street curtain.
Frustrated by the way investors were treated by big Wall Street firms, Chris teamed up with his brothers, Matthew and Michael, to establish Markowski Investments. The brothers worked in the investment industry and saw the same pattern: Wall Street neglected its fiduciary responsibility to its clients.
They founded Markowski Investments to give investors the honest alternative that they deserve.
Meet the Markowskis
Chris Markowski, Partner & Advisor
Prior to the start of Markowski Investments, Chris worked on Wall Street as an investment banker. Since 2002 he has hosted of one of the longest running financial radio shows in the country, The Watchdog on Wall Street Radio Show. Chris has appeared on Fox News, Fox Business, CNN, and many other media outlets. On his radio show, he warned about the dot-com bubble and the 2008 financial collapse even before they occurred.
Michael Markowski, Partner & Advisor
With over two decades of investment advisory experience, Michael Markowski leads operations, on-going business development, and research for the firm. He ensures that client experience is excellent from the first contact and throughout the engagement. Michael has always focused on creating lasting relationships with new and existing clients of the firm.
Matthew Markowski, Partner & CFP®
Matthew Markowski has been helping clients grow and protect their assets since 1999. He has helped clients navigate up and down markets with a long-term view. In addition to being a Certified Financial Planner®, he has broad experience in providing investment management and financial planning services for his clients. Matthew is proud that his loyal client base has been with the firm for almost two decades.
Joshua Markowski, ChFC®
Joshua was one of the youngest registered Investment Advisors in history. He is also dually registered as a Securities Principal and an Options Principal. He is a Chartered Financial Consultant® and received his education at the American College of Financial Services. Joshua’s main focus is on developing new client relationships and the ongoing operations of the firm.
Professional Practitioners
TThe Markowski brothers opened Markowski Investments in Tampa, Florida because they wanted to be professional practitioners of financial planning. That meant taking their fiduciary responsibilities to clients seriously. It meant choosing the needs of people over profit. To do this, they had to set up shop far from Wall Street greed and deception. It was a big sacrifice at the time. It's hard to say no to the salaries and bonuses offered by big investment firms. Chris Markowski had to leave behind a lucrative career on The Street. The brothers were also barred by noncompete agreements from contacting their existing books of business. Despite these challenges, they knew they had to do financial planning right, with integrity, professionalism and focus on excellence. There was no way they could be true professional advisers at the big firms. The industry standard on Wall Street is to fire your small clients and churn and burn your customers to generate sales commissions. Countless clients lose money because of these wrongful practices. The Markowskis couldn't be part of that. Markowski Investments can work for the client because its advisers are not beholden to stockholders, however publicly traded companies are required to put the needs of stockholders first. This creates a conflict of interest. A firm cannot work in the best interest of the client when it pressures employees to churn assets for the sake of generating commissions. They do this to profit the stockholders by increasing the expenses to the client. Worse, trades are made that work against client goals and interests and ultimately lead to unnecessary losses. As a private firm, Markowski Investments is free to practice financial planning the right way. The key is to treat each client and household as an extension of our family. Regardless of account size, you are important to Markowski Investments. As the name of the show implies, he also serves as an investor advocate.
As the name of the show implies, he also serves as an investor watchdog. He isn't shy about warning individual investors about Wall Street scams or using the knowledge he gained from working in Wall Street to reveal what goes on behind the Wall Street curtain.
Frustrated by the way investors were treated by big Wall Street firms, Chris teamed up with his brothers, Matthew and Michael, to establish Markowski Investments. The brothers worked in the investment industry and saw the same pattern: Wall Street neglected its fiduciary responsibility to its clients.
They founded Markowski Investments to give investors the honest alternative that they deserve.
Client retention is the measure of our success
We practice the polar opposite of churn and burn. All of our handpicked portfolio managers are cut from the same cloth. They believe that success is measured in client retention, not sales figures. When you take care of your clients, they stay with you.
Our strategies take advantage of economic growth phases and keep your assets protected during the inevitable downturns.
How we can help you
Whether you're a business owner, professional, tradesperson or from some other walk of life, we help you achieve your short- and long-term goals. Our clients stay with us for the long haul, because they see their money grow and their portfolios weather economic shocks.
We use the holistic approach to help with all areas of our client's financial lives, including investments, real estate, taxation and estate planning.
Please contact us for a free consultation.