Magnifina was founded in 2019 with the goal of providing first-rate, bespoke investment management to individual clients. We believe that everyone should have access to first-rate investments, and that’s why we’re here to help.
As of 2025, our clients have entrusted over $53 million with us. We look forward to serving our clients for many years to come.
We pursue the highest standards in both investment selection and financial planning, never settling for outmoded solutions. Every portfolio position and planning recommendation reflects rigorous analysis and unwavering attention to detail.
We select investments built to thrive over many years, not just perform for the next quarter’s earnings cycle. We help our clients see past today’s concerns to build portfolios that will serve them and their families for generations.
Trust means we only invest in companies we thoroughly understand and believe in. We earn client confidence through transparent communication and proven results. Every recommendation, whether about a specific stock or overall financial strategy, must meet our standards for both credibility and integrity.
Our fiduciary standard represents one of the highest levels of care in financial services. It is a legal and ethical duty to act in our clients’ best interests. We are also fee-only advisors, which means we do not collect commissions or other payments based on our investment recommendations.
Take our brief survey to learn if our advisory services are the best match for your financial goals and situation, and see if we should move forward together.
Schedule a no-cost consultation to discuss your financial goals and explore how we can help you build a personalized investment strategy.
Lulu is a veritable Swiss-army knife. She has a very wide range of talents and responsibilities. Lulu primarily helps new clients set up their brokerage accounts and ensures that everything is in good order. She is also a crucial contributor to Magnifina’s graphic design and marketing materials.
She holds a BA in Fine Art from Central Saint Martin’s, University of the Arts, London.
Originally from Belgium, Lulu moved to New York after spending over a decade in London. She believes that travel is the best education.
Lubomir brings extensive financial industry knowledge and experience to Magnifina. As the head of our advisory board, he provides guidance to the firm in several key strategic areas including compliance, marketing, sales, and client experience.
Prior to advising Magnifina, Lubomir was a Senior Managing Director at CX Futures Exchange, a subsidiary of Cantor Fitzgerald. He led the product and business development of foreign exchange, precious metals, and weather derivatives. Before that, he was the COO of FXDD for 15 years, and oversaw its growth from a start-up to having a global presence.
