Hard at Work

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.

Partners Handshake

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