A complete list of active advisors currently associated with Magnum Financial
Warmer can help you find a great advisor at Magnum Financial or one who fits your needs even better.
Magnum Financial is a California-registered independent investment adviser that serves individuals as well as a range of organizational and retirement-plan clients, including trusts, estates, nonprofits, small businesses, 401(k) plans, pension funds, family offices, and hedge funds. The firm provides discretionary portfolio management and a spectrum of financial planning services delivered as comprehensive projects, a la carte modules, hourly consultations, and ongoing retainer arrangements. The firm’s investment approach emphasizes asset allocation and diversification to pursue capital growth while managing downside risk, using vehicles such as mutual funds, ETFs, stocks, certificates of deposit, variable insurance products, and interests in partnerships. Magnum Financial tailors portfolios to clients’ written objectives and risk tolerances, encourages participation in written financial plans that set target returns and income needs, and may incorporate technical and cyclical analysis in its oversight. Noteworthy aspects disclosed in the brochure include the principal’s status as a licensed insurance representative who may receive commissions for life insurance, annuities, and related products, a potential conflict the firm discloses and seeks to mitigate. The firm also offers subscription-style/retainer planning services and discrete planning modules (for example, portfolio reviews and a retirement planning module), accepts institutional-type relationships such as pension and 401(k) plans, and maintains an institutional custodian relationship that provides technology and operational support to the firm.
To learn more about the advisors currently working at Magnum Financial, 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 |
|---|---|---|
Sonoma, CA
| 19
|
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