We are an investment advisor specializing in managing portfolios of securities for the long-term.
Our approach involves getting to know our clients and their individual financial needs. We understand that everyone’s individual circumstances are different which is why we tailor each portfolio separately.
Let’s get started by having a conversation about your finances. We love helping our clients invest.
Investing for the long-term is a great way to save, and it’s never too soon or late to start. We’re here to help you along every step of the way.
HOW WE CAN HELP
It’s never too soon or too late to start investing.
We can help you get started and we welcome clients who have never invested before.
Investing is the new saving.
We can help you prepare for life’s big events such as a wedding, downpayment, or college tuition.
Far or near, let’s plan together.
We can help guide you on the path towards retirement, today and for the years to come.
Not all profit is financial.
We can help select investments that make a positive impact and better align with your values.
Mon-Fri 9am-5pm ET
60 Broad St, #2407
New York, NY 10004
Magnifina is a Registered Investment Adviser. SEC# 801-117932.
This website and information are provided for guidance and information purposes only. This website and information are not intended to provide investment, tax, or legal advice.