Overview
Markowski Investments provides personal financial planning services and portfolio management
services to clients. The object of these services is to assist the client in ascertaining the client’s financial
status and, through a thorough analysis, to assist the client in establishing financial and investment goals
and objectives and achieving such goals and objectives. In a typical situation, Markowski will gather data
from the client, utilizing a client financial profile and an objective and risk questionnaire. Using the data
gathered Markowski will prepare financial recommendations. The prepared financial recommendations
will be based upon the individual needs, net worth, investment history and experience, current and
future income, and risk tolerance of the client, and will address such issues as the client’s tax status,
retirement planning, estate planning, and other areas deemed relevant.
In addition, Markowski also provides portfolio management for the client's funds on a discretionary basis.
Paramount to Markowski is to place emphasis upon the individual needs and goals of the client. Any
recommendations and actions concerning investments are based upon the results of individual analysis,
including the client's liquidity, time frame, income, tax, and other constraints, as well as an evaluation of
the client's risk tolerance and return objectives.
Markowski Investments
is a corporation owned and managed by:
Matthew Markowski Partner
Date of Birth: August 26, 1976
Practice: 20 Years Professional Experience
Education: Bachelors in Math & Economics from Hamilton College and MBA from
Seton Hall University in Finance
Licenses: Series 7, Series 63, and CFP®
Business: October 2006 – Partner Markowski Investments
Michael Markowski Partner
Date of Birth: March 17, 1973
Practice: 20 Years Professional Experience
Education: Bachelors in Business from Hartwick College
Licenses: Series 7, Series 24, Series 63, and Series 65
Business: January 2013 – Partner Markowski Investments
Christopher Markowski Partner
Date of Birth: June 26, 1971
Practice: 20 Years Professional Experience
Education: Bachelors in Political Science from Syracuse University
Licenses: Series 65
Business: March 2016 – Partner Markowski Investments
Joshua Markowski is actively involved in portfolio construction and back-office support. He is
responsible for execution of trades, money movements, client and advisor support among other things.
As discussed in Markowski Investment’s Form ADV Part 1, Markowski Investments manages over
$325,014,877 in client assets through our advisor service on a discretionary basis. These totals are
calculated using the closing US market prices from December 31, 2023.