Magnifina is a wealth management firm that builds portfolios one client at a time, with research behind every position and a clear reason for every decision.
Our roots are in institutional finance. The founder spent years on a Wall Street trading desk designing algorithms, then spent a decade managing private portfolios and developing the methodologies we use today. That background shaped a core belief at Magnifina. Individuals and families deserve the same rigor, depth of analysis, attention to risk that institutions have always expected.
We select individual stocks through fundamental research and proprietary quantitative strategies backed by decades of historical data. We coordinate investments with financial plans so that portfolios, tax strategy, and long-term goals are all pointing in the same direction. And as a fee-only fiduciary, we are legally and ethically obligated to put client interests first.
Our clients are individuals and families at every stage of building wealth. We also serve endowments and foundations, with special attention to governance and ethics.
Magnifina is based in New York City and Westchester County, and we serve clients across the country. As of 2025, our clients have entrusted over $53 million with us.
Magnifina combines “magnify” and “finance.” It captures something we believe deeply. Better investing starts with looking closer. Closer at the holdings in your portfolio. Closer at the assumptions behind a financial plan. Closer at the goals and concerns that are specific to you.
Our logo carries meaning, too. The angular forms of our logo were inspired by modern architecture, reflecting the structure and intentionality behind how we build portfolios. Our earth-tone palette was chosen to bring warmth to an industry that often feels cold and corporate.
We pursue the highest standards in both investment selection and financial planning, never settling for outmoded methods. 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.
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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.
