Determining Your Needs

Out the outset of our relationship, we will work diligently with your leadership to analyze the following critical items:

  • Mission statement
  • Strategic plan
  • Short- and long-term objectives
  • Annual budget
  • Key priorities
  • Legal and financial structure of the organization
  • Other matters as appropriate

The feedback you provide will serve as our guide governing the management of your assets. The steps below outline how we will create, implement and manage a custom-tailored investment plan for you.

  1. Your Objectives: perform an in-depth review to ensure an accurate assessment of your risk tolerance and assist you in aligning an investment time horizon corresponding with your goals.
  2. Your Investment Policy Statement: Assist in creating, reviewing or rewriting (as appropriate), so it accurately reflects your investment objectives while helping to mitigate the liability risk for board members and the organization.
  3. Your Globally-Diversified Asset Allocation Strategy:developed to align your goals, need for liquidity and risk tolerance.
  4. Your Portfolio Rebalancing: Provide ongoing, continuous management of your portfolio, including systematic restoration to your intended asset allocation to keep risk levels in check and minimize risk.
  5. Your Account Record-Keeping: Handle account related tasks, providing you monthly reports and 24/7 online access to your accounts.
  6. Your Account Monitoring: Regularly conduct reviews of your Investment Policy Statement and Asset Allocation to confirm everything is appropriate for and meets your organization’s ever-changing needs.

Down to the smallest detail, Magnate Wealth Management always emphasizes your best interest when handling your institutional investment needs.

Magnate Wealth

is here to turn your

dreams into a reality.

Registered Investment Advisory services offered through Magnate Wealth Management, LLC., a Registered Investment Adviser. Securities and advisory services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Magnate Wealth Management, LLC., Capital Wealth Management, LLC. and Silver Oak Securities, Inc. are separate entities.

Magnate® Wealth Management is a trademark of Magnate Wealth Management, LLC and is registered with the U.S. Patent and Trademark Office.

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