With an unlimited number of investment approaches and options, it’s not surprising that many Trustees and Executive Staff feel overwhelmed when creating their investment portfolios. Being confident that you have made the right decisions without the help of a professional independent firm is a significant accomplishment.

Combining performance measures with the expertise of active money managers who have decades of experience, we provide investment consulting services in the areas of proactive asset allocation, performance monitoring, and risk reduction strategies management.

Read our success story to see how our expertise helped one institution develop an overall investment plan that worked seamlessly with the organization’s overall business plan. Then explore the depth of our investment management services, including:

 

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.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.