At Magnate Wealth Management We Put Our Client First

Investment Management for Individuals

Our role as an Advisor is to educate our clients on why we invest the way we do. We share the robust academic research which is the foundation of our investment philosophy. Our advisors explain our evidence-based approach to investing and provide insight into the behavioral discipline required when investing in global capital markets.

Investment Management for Institutions

Partner with Magnate Wealth Management to ensure your organization’s assets are being managed prudently. Feel confident in your role and responsibility as a steward to your organization. We work with corporations, foundations, endowments, associations and non-profits to perform this vital task.

Investment Management for Institutions
Magnate 401(k) for Business

Magnate 401(k) for Business

Is your 401(k) plan design appropriate for your employees?  Are your plan’s investment options appropriate? Are they excessive in costs? Does your plan suffer from bad investment management? Our 401(k) plan addresses the needs of companies and their employees. Reduce costs and time spent administering the plan while helping your employees achieve their retirement goals.

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