Once a clear plan is in place, we can begin to make proactive investment decisions. Following our intensive asset class research, we strategically overweight underpriced asset classes, seeking asset allocation opportunities to add value. In this phase we:

  • begin with a “neutrally weighted” portfolio
  • identify areas of overvaluation/undervaluation through a fundamental evaluation of asset classes
  • recommend tactical overweight/underweight shifts as opportunities present themselves
  • continually monitor asset class fundamentals and make portfolio changes and adjustments as needed

For an example of the depth of Molewski’s asset allocation study, simply click to download.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017.
Phone: 610-865-2600.

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