Magna Vis Capital

Magna Vis Capital LLC is a sole‑practitioner registered investment adviser that provides portfolio management and financial planning primarily to individual and high‑net‑worth clients; the firm’s brochure reports $353,000 in assets under management and four client accounts. Services include preparing an investment policy statement tailored to each client, ongoing portfolio monitoring, and financial planning addressing investments, retirement, taxes, college planning, and debt/credit matters.

The firm generally limits its investment advice to equities and ETFs and emphasizes buy‑and‑hold selections of undervalued stocks while also employing charting, fundamental, and quantitative analysis. Magna Vis Capital may use long‑ and short‑term trading and options strategies (including covered and uncovered positions), seeks discretionary trading authority, requires custody with Interactive Brokers, and provides quarterly reports from the custodian.

A distinguishing feature disclosed in the brochure is the combined fee structure: qualified clients are charged an asset‑based fee plus a performance fee (2.00% AUM with a 20% performance allocation subject to a high‑water mark), and the firm explicitly acknowledges and manages the potential conflicts of running both performance‑based and standard fee accounts. Other operational particulars that set the practice apart from many peers include its very small scale (one adviser, four clients), explicit use of options including uncovered strategies, and a stated policy not to aggregate trades across multiple client accounts.