Portfolio Management

Long-term total return is our specialty
Stacks of coins with plant shootsPortfolio ManagementStacks of coins with plant shoots

Portfolio Management

Although Magnifina is a young firm, our people are no strangers to wealth management. We have decades of experience, and can comfortably handle eight-figure investment portfolios across various growth and income-oriented strategies.

To help us tailor your portfolio to your needs, we conduct thorough analysis of potential investments in areas like: business opportunity, risk factors, financial valuations, special situations, competition, and leadership. When all these factors align, we deem it to be a good investment.

Stacks of coins with plant shootsPortfolio ManagementStacks of coins with plant shoots

Portfolio Management

Although Magnifina is a young firm, our people are no strangers to wealth management. We have decades of experience, and can comfortably handle eight-figure investment portfolios across various growth and income-oriented strategies.

To help us tailor your portfolio to your needs, we conduct thorough analysis of potential investments in areas like: business opportunity, risk factors, financial valuations, special situations, competition, and leadership. When all these factors align, we deem it to be a good investment.

Stacks of coins with plant shootsPortfolio ManagementStacks of coins with plant shoots

Portfolio Management

Although Magnifina is a young firm, our people are no strangers to wealth management. We have decades of experience, and can comfortably handle eight-figure investment portfolios across various growth and income-oriented strategies.

To help us tailor your portfolio to your needs, we conduct thorough analysis of potential investments in areas like: business opportunity, risk factors, financial valuations, special situations, competition, and leadership. When all these factors align, we deem it to be a good investment.

“Behind every stock is a company. Find out what it’s doing”

– Peter Lynch

Stock markets newspaper

“Behind every stock is a company. Find out what it’s doing”

– Peter Lynch

“Behind every stock is a company. Find out what it’s doing”

– Peter Lynch

How We Invest

Macroeconomic Trends

Times are changing, so it’s essential to consider overall societal trends when selecting long-term investments. We look at the supply chain, the role of intellectual property, and resource usage through a 21st-century lens.

Stock Selection

Details speak volumes. That’s why we thoroughly investigate every aspect of potential investments to find the winners. We scrutinize everything from a company’s past financial reports and performance to future industry trends and opportunities.

Corporate Leadership

People matter. The best companies are led by honest and capable managers. Sometimes a single executive can make or break a business. We review investments with a focus on leadership.

A Balanced Portfolio

Life is a balancing act. We design portfolios to withstand multiple sources of risk. In a globalized world, risk can come from many places, and we pay attention to what’s going on worldwide.

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

Contact Us

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(800) 732-0818

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

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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.