Louis J. Wojtowicz

Louis J. Wojtowicz
Business and Personal Financial Advisor
E-mail: louis.wojtowicz@lpl.com


Louis (Lou) Wojtowicz has been a Financial Advisor for 11 years and primarily bases his practice on active asset management using “Institutional Money Management Techniques” for the individual investor. Lou’s philosophy is to try to reduce risk while increasing returns by the use of investment options that offer greater diversification with greater “Alpha”. Lou has 4 mandates for clients’ portfolios:

  • Diversification is the key to long-term success.
  • Every investor needs to have an “Investment Policy Statement”
  • Rebalancing is essential for reducing long term risk
  • The use of Alternative Investments

Lou has a MBA from Wayne State University and a degree in Personal Financial Planning from Oglethorpe University in Atlanta, Georgia. Lou and his wife, Donna Sowers, are active volunteers in the Grand Traverse Community with the Bayshore Marathon, Munson Medical Center and the Grand Traverse Regional Conservation District.

The is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk.

Investing in alternative investments may not be suitable for all investors and involves special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity.  There is no assurance that the investment objective will be obtained.