Track Record

Markowski Investments understands that the mission of any investment adviser should be helping clients achieve their goals. A good financial plan helps people prepare for the retirement they want. It also helps them achieve goals like college savings, buying a home or starting a business.

Other clients may want to get debt-free or travel the world. These goals require different strategies. That's why we base our track record on our success in reaching our clients' goals.

wallstreet track record

Financial planning according to your goals

Goals come with their own time horizons. As a result, smart investment strategies are based on when the client needs the money. A client in his or her 30s saving for retirement has a long-time horizon. This client can take a certain amount of risk. A client in his or her 50s and wants to start a business after retiring would need a more conservative allocation. Markowski Investments tracks progress according to individual client goals. Success for a portfolio is determined by whether the client reaches his or her goals. Percentage gains for a certain year or quarter will look different for a 30-year-old retirement saver and a 50-year-old aspiring entrepreneur because they use different investment allocations.

Wall Street firms play a game of deception with investors. They quote short-term track records based only on their winning funds. This is a lot like calculating a batting average by excluding all the games where the batter performed poorly. It is smoke and mirrors.Markowski's track record shows its long-term, sustainable success in both up and down markets. It also shows performance according to the proper allocations. It is based on the performance of all of our funds, not just the ones that make us look good. There is no smoke and mirrors here.

The Wall Street mentality exists because they are publicly traded entities that put their profits ahead of people. When you send your hard-earned money to these Wall Street firms, they use it to make risky bets. If you lose, they exclude your losses from the statistics they quote on TV. Don't fall for this ruse. Work with a firm that prioritizes the rights of clients.

Rights of the client

We give you straight answers. We manage your money with a holistic approach. Our advisers evaluate your entire financial position, implement realistic plans and monitor your investment, so your portfolio is adapted to market conditions. We create plans that suit your needs, not ours.

Markowski Investments considers its fiduciary responsibilities to be sacrosanct. A fiduciary is bound to work in the best interests of his or her clients. In financial advising, the fiduciary is responsible for creating strategies that build client portfolios without exposing them to unreasonable or unnecessary risks. Sadly, many Wall Street firms disregard their fiduciary responsibilities. They work against your interests whenever it conflicts with theirs.

Our services are available to everyone. We don't have account minimums, and we monitor all of our client's money faithfully. There is no velvet rope keeping the little guy out of the club. Everyone deserves to be treated with respect.

For a free financial consultation, please contact Markowski Investments.