A complete list of active advisors currently associated with Magnifina, LLC
Warmer can help you find a great advisor at Magnifina, LLC or one who fits your needs even better.
Magnifina advises individuals and high-net-worth clients and also supports outside investors through model distribution. The firm provides discretionary and non-discretionary wealth management, standalone financial planning, and manages proprietary quantitative equity strategies, while evaluating alternative investment opportunities on a non-discretionary basis. Investment decisions are driven by a centralized research process and a bespoke database; its Quantitative Equity Strategies apply systematic, rules‑based factor scoring to construct equal‑weighted portfolios that rebalance monthly, and clients hold individual stocks directly to retain proxy voting rights and enable client-specific ethical or sector exclusions. The firm also makes its Core Equity Alpha model available through a third‑party platform and may enroll clients in group-managed model portfolios when appropriate. The firm is operated as a solo‑owned adviser, concentrating decision‑making in a single practitioner, which is relatively uncommon among peers. It is notable for combining that solo structure with proprietary model distribution to a third‑party platform and discloses owner affiliations with private real‑estate ventures and trustee roles that are managed as potential conflicts of interest.
To learn more about the advisors currently working at Magnifina, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bedford Hills, NY
| 5
|
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