Naworski Investments

Overview

Naworski Investments is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm favors an equity-centered approach: exchange-traded equities make up the vast majority of the investable assets it manages, indicating a preference for liquid, publicly listed securities and ETFs. Business activity is concentrated on direct portfolio management rather than institutional or pension consulting work. The firm charges a percentage-of-AUM fee and serves a client base made up primarily of individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices