Stacks of coins with plant shootsMagnifinaStacks of coins with plant shoots

About Magnifina

We are an investment advisory firm specializing in managing portfolios of securities for the long-term.

Our approach involves getting to know our clients and their individual financial needs. We understand that every investor has different life situations and different financial goals. That’s why, at Magnifina, we tailor each portfolio individually. We offer you the confidence that someone is there every step of the way to manage your portfolio, your way.

It’s never too soon or late to start. We love helping our clients invest.

Stacks of coins with plant shootsMagnifinaStacks of coins with plant shoots

About Magnifina

We are an investment advisory firm specializing in managing portfolios of securities for the long-term.

Our approach involves getting to know our clients and their individual financial needs. We understand that every investor has different life situations and different financial goals. That’s why, at Magnifina, we tailor each portfolio individually. We offer you the confidence that someone is there every step of the way to manage your portfolio, your way.

It’s never too soon or late to start. We love helping our clients invest.

Stacks of coins with plant shootsMagnifinaStacks of coins with plant shoots

About Magnifina

We are an investment advisory firm specializing in managing portfolios of securities for the long-term.

Our approach involves getting to know our clients and their individual financial needs. We understand that every investor has different life situations and different financial goals. That’s why, at Magnifina, we tailor each portfolio individually. We offer you the confidence that someone is there every step of the way to manage your portfolio, your way.

It’s never too soon or late to start. We love helping our clients invest.

Investing for the long-term is a great way to save, and we’re here to help you along every step of the way.

Stock quotes and charts with calculator

Investing for the long-term is a great way to save, and we’re here to help you along every step of the way.

Stock quotes and charts with calculator

Investing for the long-term is a great way to save, and we’re here to help you along every step of the way.

Stock quotes and charts with calculator

Start From Anywhere

$5,000 – $50,000

New investors often use robo-advisors to manage their portfolios. Robos tend to target average market returns. This approach may underperform and doesn’t address your individual needs. Let us reach higher.

$50,000 – $1 Million

Investors in this range may be in between advisors that specialize in lower or higher levels of wealth. We’re here to help you bridge that gap and keep your financial goals on track.

$1 Million and above

We have many years experience managing high net-worth portfolios. Our approach to wealth management brings the dedicated attention needed to manage eight-figure investment accounts. The sky’s the limit.

How We Can Help

Piggy Bank with coins

It’s never too early or too late to start investing.

We welcome everyone, so even if you’ve never invested before, it’s easy to get started.

Portfolio Management

iPad with charts and paperwork

Long-term total return is where we shine.

Our individual attention to your portfolio can help you invest wisely year over year.

Recliner Chair

Far or near, let’s plan together.

We can help guide you on the path towards retirement, today and for the years to come.

Plants growing inside a clear lightbulb

Not all profit is financial.

We can help you select investments that align with issues that matter to you.

Let’s talk. Get in touch for a consultation with one of our experienced advisors. You’ll be on your way towards your investment goals in no time.

Contact Us

BY EMAIL

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BY PHONE

(800) 732-0818

Monday through Friday, 9am to 5pm (ET)

BY MAIL

Magnifina, LLC
60 Broad St, #2407
New York, NY 10004

Broad Street sign, New York City

Magnifina, LLC is a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only. No historical or future performance claims are made. This website and information are not intended to provide investment, tax, or legal advice. Please consult a qualified professional before making decisions about your financial situation.