Proactive Asset Allocation

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; and
  • continually monitor asset class fundamentals and make portfolio changes and adjustments as needed.

 

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

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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.