As a high-achieving professional, you’ve worked hard to earn your equity compensation. At Magnifina, we specialize in helping individuals like you make the most of your Restricted Stock Units (RSUs) and other forms of stock-based compensation.
We understand the complexities and potential pitfalls of managing concentrated stock positions. We’ve developed an innovative quantitative indexing strategy designed to help you diversify your holdings, minimize your tax liability, and align your wealth with your long-term financial goals.
Everyone’s financial journey is unique, which is why we create tailored portfolios specific to individual needs and goals. Instead of relying solely on model portfolios or ETFs, we aim to meticulously select individual stocks for our clients. Our dedicated approach helps ensure that your investments are aligned with your financial objectives, and not just following a one-size-fits-all strategy.
We believe in going far beyond basic stock screening and analyst recommendations. Our investment process emphasizes both quantitative metrics and deeper qualitative analysis, providing a more comprehensive review of potential investments. By doing so, we uncover hidden gems and opportunities that might otherwise be missed, ensuring your portfolio is robust and well-rounded.
For over 13 years, our team has successfully managed portfolios tailored to the specific needs of high net worth individuals. Our chief investment officer also has rare trading desk experience from a prominent investment bank as well as rigorous academic credentials. Investing for our clients is not just our profession, it’s our passion.
Advisors who pledge to make annual or quarterly rebalances may be ignoring your portfolio every other day of the year. We make adjustments nimbly as opportunities arise or mature.
Download one of the simplest retirement planners ever written! This tool helps you understand how much to save and invest each year to achieve your retirement goals.
Investment advice offered through Magnifina, LLC, a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only and are not intended to provide investment, tax, or legal advice. No historical or future performance claims are made. Please consult a qualified professional before making decisions about your financial situation or otherwise using any specific information contained herein.
Any linked materials are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are viewing.
Any service described as “free” or “complimentary” means there is no monetary or financial cost to you. However, these offers may require you to be in contact with us, provide certain information, or participate in meetings or consultations. We reserve the right to deny, discontinue, or limit access to any offer at our sole discretion.
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25 Broadway, 10th Floor
New York, NY 10004
Phone: (800) 732-0818
