FAQ

Frequently Asked Questions

Magnifina is a Registered Investment Advisor which means we help clients choose their investments. Our main service is managing our clients’ investment portfolios. We select the stocks, bonds, and other securities that appear best for each of our clients and their unique needs. This service includes placing the actual trades and handling much of the related paperwork for our clients.

Nowadays, “Investing is the new Saving”, but everything is much more complicated than it used to be. There are literally thousands of potential investments and while some may be extremely profitable, others may go bankrupt. Magnifina brings dedicated expertise and experience to maximize wealth while minimizing risk, in accordance with our each client’s needs.

As soon as possible. Due to compound returns effect, there are increasing benefits the longer investments are held. This exponential growth is realized at the end of the investment, when it is liquidated back into cash. If you know about a large expense ahead of time, for example college tuition or retirement, the more you can invest upfront the more you’ll have when you need it. For more information about compound returns (also known as compound interest), see this link: ___

We generally require new clients to commit a minimum of $5000 to their portfolio. All clients are strongly encouraged to make regular deposits until their account has a value of at least $50,000.

Our clients include people just beginning to invest as well as wealthy individuals. Many of our clients entrust their primary retirement account with us. We are proud to represent a diverse range of clients and to tailor our service to their individual needs.

Simply give us a call at 800-732-0818 or an email using our contact form. We’ll have a quick chat about your needs and set up a time to meet in person or by video conference.

Magnifina, as Registered Investment Advisor (RIA), is Fiduciary which means we have a legal obligation to act in the best interest of our clients. We take this duty extremely seriously and maintain a Code of Ethics to meet our obligations. Our Code of Ethics is available upon request.

Not every financial professional is a Fiduciary. It is critical to find this out about anyone offering financial advice.

For more information, see this video by Tony Robbins. (We are not dual-registered as a broker/dealer).

Magnifina partners with qualified custodians who actually hold our clients’ assets. The accounts at broker-dealers we work with are insured by the Securities Investor Protection Corporation (SIPC). This insurance covers up to $500,000 per brokerage account.

Magnifina is a combination of the words Magnify and Finance. We pronounce it like Mag-ni-fee-na.