Magnifina, LLC

Magnifina works primarily with individual investors — including high-net-worth clients, family entities, trusts, and select institutional or charitable clients — offering discretionary and non‑discretionary wealth management, standalone and integrated financial planning, and rollover guidance. The firm provides portfolio management that can be paired with a financial plan or delivered on an unbundled basis depending on client preferences.

Investment decision‑making is centralized and driven by a bespoke research database; the firm offers proprietary Quantitative Equity Strategies (systematic, rules‑based, equal‑weighted portfolios rebalanced monthly) alongside traditional fundamental and macro analysis, and may assign clients to group model portfolios when appropriate. Clients in the QES approach hold individual stocks directly to preserve proxy voting rights and to enable tailored ethical or sector exclusions, and the firm manages alternative investments on a non‑discretionary basis while advising on potential hedges and liquidity considerations.

Compared with many small advisers, Magnifina combines a boutique client base with an in‑house quantitative program and a willingness to consider client‑sourced or manager‑sourced alternative opportunities, including investments tied to an affiliated real‑estate vehicle and trustee relationships held by the firm principal; these outside activities and custodian relationships that yield research benefits are disclosed and managed through the firm’s policies. The firm also documents arrangements to provide discounted or pro‑bono services to certain affiliates and applies formal procedures (e.g., proxy policies, Code of Ethics, best‑execution reviews) to address the resulting conflicts of interest.