Magellan Financial Solutions LLC

Magellan Financial Solutions LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement/profit‑sharing plans. The firm prepares a written Investment Policy Statement for each client, offers retirement‑account rollover advice, and delivers ongoing portfolio monitoring and planning services.

The adviser’s investment approach combines fundamental, technical, cyclical analysis and modern portfolio theory with an emphasis on capital preservation, behavioral‑economics insights, and asset allocation; it uses model portfolios tailored to each client’s goals, risk tolerance, and restrictions. Notably, Magellan employs borrowing (margin) and options strategies — including covered, uncovered, and spread positions — within client accounts and uses a mix of mutual funds, ETFs, equities, fixed income, REITs, non‑U.S. securities, and private placements.

As a solo adviser managing approximately $40.4 million across a small client base, the firm manages assets in‑house rather than selecting third‑party subadvisers and generally asks clients to use its recommended custodian for execution. The firm’s use of leverage and derivatives in separately managed accounts, together with the principal’s separate consulting work for private issuers (which can create access to private placement opportunities), are characteristics that distinguish it from many independent peers and are disclosed as potential conflicts the firm says it manages.