At Molewski, performance measurement goes well beyond simply delivering a summary of portfolio returns. Ours is a commitment to ongoing two-way communication, monitoring progress, maintaining your plan, and listening to your feedback. Our performance reporting services include:

  • Quarterly performance reports (click for a sample).
  • Performance analytics on the aggregate portfolio and individual managers, mutual funds and exchange traded funds. Our returns are calculated using a time- weighted return that gives the same weight to time periods regardless of the amount of money invested. Because time weighted returns minimize the effect of cash flows on a portfolio, it is the only calculation that fairly compares the performance of one money manager to another or to an appropriate index.
  • Quarterly review & advice letters and presentations.
  • Rebalancing reports (click for a sample).

To analyze the return on a portfolio, we:

  • compare a portfolio's return against an index or a blend of indices; and
  • compare a portfolio's return against the returns of other money managers.

We are committed to meeting our clients' needs and objectives, monitoring the progress of their portfolios and following up on the important details.

 

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 2012 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.