Our Approach

No nonsense, just first-rate investing and advice
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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.

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Our Difference

Personal Touch

Investments are hand-selected for each client

Focus on Investing

Any financial plans benefits from better investing

Planning Included

We offer a complementary retirement projection for all qualifying clients

Concierge Service

A network of specialists to implement complex plans

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Read all about our Strategy

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