A complete list of active advisors currently associated with Magen Wealth Management, LLC

Warmer can help you find a great advisor at Magen Wealth Management, LLC or one who fits your needs even better.

Magen Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, high‑net‑worth clients, trusts, estates and pooled investment vehicles. The firm also advises and serves private investment vehicles, including the Noga Multi Strategy Income Portfolio and the Magen Opportunity Fund. The firm employs a mix of fundamental, technical and economic analysis to construct portfolios across equities, fixed income, ETFs, currencies and other instruments, with portfolios tailored to client objectives and ongoing monitoring. Risk management is integrated into the process and can include options‑based hedging, short selling and selective use of leverage, with periodic client reviews and quarterly reporting. Magen’s brochure highlights a few features that distinguish it from many peers: the firm may enter into performance‑based fee arrangements for qualified clients, uses derivatives and options within separately managed accounts, and manages private funds alongside separate accounts — all of which the firm says require allocation policies and other procedures to address potential conflicts. The firm’s disclosure and discussion of non‑U.S. securities and related risks also indicates material cross‑border investment or client exposure relative to similarly sized advisers.

To learn more about the advisors currently working at Magen Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.