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

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

Magis Management is a single‑advisor registered investment adviser that provides discretionary investment management and project-based investment consulting to individuals, entities, trusts, and other client types. The firm reports managing about $2.71 million for roughly 18 client accounts and also accepts one‑off consulting engagements billed hourly or as fixed fees. The firm’s investment approach is a bottom‑up, fundamentally focused equity strategy that also uses charting, technical and cyclical analysis and emphasizes long‑term total return while accommodating volatility. MAGIS explicitly uses derivatives (options, futures, swaps), may include leveraged and inverse ETFs as tactical hedges (limited to no more than 10% of a portfolio at purchase), and can use margin/leverage in managed accounts (generally limited to 75%), with detailed risk disclosures about compounding, correlation and leverage risks. What is distinctive relative to many small independent advisers is the routine allowance for borrowing and explicit, documented use of derivatives and leveraged/inverse ETFs in separately managed accounts—features the brochure highlights along with specific limits and risk warnings. The firm is a sole practitioner with a CFA charter and operates on a discretionary basis, and its brochure discloses a recommended custodian relationship that provides operational and research benefits to the firm.

To learn more about the advisors currently working at Magis 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.