Naworski Investments

Naworski Investments provides discretionary portfolio management to individual and high‑net‑worth clients, as well as to trusts and pension/profit‑sharing plans. The firm offers six defined portfolio strategies, including concentrated taxable and nontaxable equity sleeves, a select‑stocks composite introduced in 2021, a high‑dividend equity portfolio, an ETF‑based asset allocation strategy, and a fixed‑income funds portfolio.

Investment decisions combine a top‑down macro/sector outlook with bottom‑up fundamental analysis and traditional valuation metrics, supplemented by technical indicators such as money flow, insider activity and short interest. The adviser executes aggregated block trades, does not short securities, and manages client accounts on a discretionary basis through a designated custodian.

Distinctive features include the firm’s use of narrowly specified portfolios with fixed stock counts (for example, 33 or 50 names) and a policy that generally does not permit clients to impose security‑level restrictions, which limits customization relative to many peers. The firm also requires the use of a single custodian, receives soft‑dollar research and software benefits from that custodian, and performs formal client reviews on a multi‑year cycle with semiannual written performance reporting.