A complete list of active advisors currently associated with MGN and Co LLC
Warmer can help you find a great advisor at MGN and Co LLC or one who fits your needs even better.
MGN and Co, LLC provides customized investment advice, financial planning, consulting and portfolio monitoring to a broad mix of clients, including individuals and high-net-worth clients, trusts and estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm also offers educational seminars and publishes a periodical as part of its client services. The firm’s investment advice emphasizes macroeconomic and fundamental analysis, using asset-allocation and security-selection tailored to each client’s objectives, risk tolerance and time horizon, with periodic and event-driven reviews and written reporting for monitoring clients. In addition to asset-based monitoring arrangements, MGN and Co offers consulting on an hourly or project basis and makes certain publications available by subscription; it currently does not provide discretionary portfolio management or custodial services. Compared with many investment-manager peers, MGN and Co’s combination of institutional and nonprofit client types with retail-oriented offerings such as paid newsletters and workshops is atypical for firms in this category. The firm’s flexible consulting model and multiple billing approaches, together with its status as a newly registered manager with no assets under management and no custody, create an operating profile that differs from typical pooled-vehicle managers.
To learn more about the advisors currently working at MGN and Co 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 |
|---|---|---|
Venice, CA
| 5
|
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