Investment management for long-term prosperity is our specialty. When we build a portfolio, we build it to last. Nevertheless, we continually monitor the markets and make adjustments as opportunities rise or fall.

We understand that every investor has different needs, which is why we manage each client individually. We don’t use model portfolios, algorithms, or any other dubious methods.

Our process involves thorough analysis of potential investments in areas like: business opportunity, risk factors, financial valuations, special situations, competition, and leadership. When all these factors align, it’s deemed to be a good investment.

No Robo-Advisors Here

We’re not robo-advisors working off of a script. We’re a company of real humans who’ll listen to you and spend time shaping your unique financial goals.

Tailored Investments

A bespoke investment portfolio best fits your needs. We can help manage a portfolio specific to your unique financial situation, goals, and outlook.

Ask us Anything

New investors can rely on us as a source of information about investing and the markets. We love helping our clients learn.

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.

Focusing on People

It’s important not to get lost in the numbers when researching investments. People are important. That’s why we look at a company’s leadership team and the culture they foster. The right attitude is crucial for adapting to an ever-changing business landscape.

Looking to the Future

Some managers only care about the next quarter. We prefer to look years ahead when evaluating investment opportunities. Long-term investing is better than short-term trading.

Risk Management

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.

Not all profit is financial. That’s why we also specialize in ethical investing. It’s a new trend, also known as socially responsible investing, where a company’s impact on society is considered along with its bottom line.

Magnifina will work to construct your portfolio according to your individual values, if you ask us to. Analyzing an investment’s ethical considerations is part of our research process, and we subscribe to independent research specializing in this style of investing.

We’ll work with you to select investments that you can believe in and that align with your values.

Clean, Green Businesses

Long-term investors understand that many of today’s businesses are not environmentally sustainable. Some leading companies have committed to achieving zero carbon emissions in conducting their business.

Virtue over Vice

Businesses related to tobacco, alcohol, or gambling are linked to addictive behaviors. Many investors prefer companies that provide strictly positives products and services.

Shareholder Voting Rights

Many corporations issue special classes of stock which deprive shareholders of their fundamental ownership rights. We can avoid selecting stocks that have rigged the game in favor of established management.