A complete list of active advisors currently associated with Magnus Financial Group LLC
Warmer can help you find a great advisor at Magnus Financial Group LLC or one who fits your needs even better.
Magnus Financial Group LLC provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals and entities, including family offices, trusts, estates, businesses and qualified retirement plan sponsors; the firm reports about $2.33 billion in assets under management and serves roughly 1,100 clients. Services described in the brochure include portfolio management for individual clients, financial planning and consulting (including advice on restricted stock, private investment funds and annuities), and oversight of employer‑sponsored retirement plan assets. The firm tailors portfolios to client risk profiles and goals, using an investment committee to construct diversified, primarily long‑term allocations across mutual funds, ETFs, individual equities and fixed income with periodic rebalancing and reporting. Magnus also offers proprietary separately managed account strategies (Pure Growth Quant Equity and Dividend Driven Quant Equity) and a Tax‑Exempt Bond Strategy, and may allocate assets to External Managers, private funds or interval funds when appropriate. Notable, and less common among peers, is Magnus’s use of the Pontera platform to review, allocate and rebalance “held‑away” retirement and participant accounts without taking custody, and the firm’s practice of providing periodic reports and client communications (periodic reports/periodicals) to clients. Combined with its named quantitative SMA offerings and its ability to advise trustees of non‑U.S. pension funds, these operational features differentiate Magnus from many other multi‑team advisory firms.
To learn more about the advisors currently working at Magnus Financial Group 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.
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