MARKOWSKI INVESTMENTS

Overview

Markowski Investments operates as an independent registered investment adviser and capital allocator serving individuals, families and institutional clients. The firm combines fee-for-AUM and hourly billing and also conducts business as a registered representative of a broker-dealer and as an insurance broker. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection and oversight of third‑party advisers. The firm is not positioned as an ESG specialist. Investment activity shows a clear equity bias: the firm’s reported preference is equities and the bulk of client assets sit in exchange‑traded securities. As a capital allocator, Markowski Investments supplements listed-equity exposures with third‑party managers and mutual funds where appropriate, suggesting a mixed approach that blends ETF and single‑name strategies with externally managed alternative funds for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices