Our Mission
Magnifina was founded with the goal of providing first-class, bespoke investment management to everyone regardless of their experience. We understand that managing finances isn’t a skill that everybody has, and that’s why we’re here to help.
Your Advisors
In contrast to other firms, we manage each client’s account individually because each client is unique. We’re not robots working off of a script. We’re a company of real humans who listen to our clients and spend time working to further their personal financial goals.
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
Read all about our Strategy
Download our presentation detailing our approach to managing high-quality investments in a dynamic portfolio