Magis Management, LLC

Magis Management is a state‑registered, single‑advisor investment adviser that provides both one‑time investment consulting projects and ongoing discretionary investment management to a small roster of individual and institutional clients. Services include an initial analysis of a client’s financial circumstances and written consulting deliverables, as well as continuous portfolio monitoring and trading across equities, fixed income, mutual funds, ETFs, futures, options, MLPs, BDCs and ADRs, with assets custodied at third‑party broker‑dealers.

The firm’s investment approach is bottom‑up and fundamentally oriented with an emphasis on long‑term total return, supplemented by charting, technical and cyclical analysis. MAGIS uses derivatives (including options and swaps), may trade on margin, and can include leveraged or inverse ETFs tactically as hedges, with internal limits such as capping leveraged ETF purchases to no more than 10% of a portfolio at the time of purchase and generally limiting leverage to 75% of an account.

Noteworthy for a solo independent adviser, MAGIS actively employs borrowing, leverage and derivative strategies within separately managed accounts—practices that are uncommon among peers—while also offering discrete consulting engagements that result in written plans in addition to custodial account statements provided at least quarterly. The firm maintains a primary custodial relationship that provides trading, block‑execution and research services, which yields economic benefits to the adviser and may affect trade execution and potential conflicts of interest.