Investment Management

Specializing in dynamic portfolios of high-quality stocks

Serious investing, committed to your portfolio

Investment management for long-term prosperity is our specialty. Nevertheless, we continually monitor the markets and make adjustments as opportunities rise or fall.

We understand that every investor has different needs, which is why we manage each client individually. We don’t use model portfolios, algorithms, or any other dubious methods.

Strategy Overview

Our Specialty

Actively managed portfolios of high-conviction stocks

Your Portfolio

Bespoke blend of 20-30 core holdings and special situations

Thorough Research

Structured review of financial statements and independent forecasts

Ongoing Analysis

Continuous research cycle, risk monitoring, and asset rotation

The Magnifina Difference

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Personalized portfolios for every client

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.

Investments selected for overall quality

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.

Self Banking

Investing is our dedicated area of expertise

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.

Say goodbye to sporadic rebalancing

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. 

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Read all about our Strategy

Download this presentation detailing our approach to managing high-quality investments in a dynamic portfolio