Investment Solutions

Investment performance can have significant implications for your organization. Our evidence-based process emphasizes low risks via global-diversification, low fees and risk-optimized returns.

Magnate Wealth Management’s investment platform is evidence-based and built in accordance with Nobel-Prize winning research and proven analysis of historical stock market data.  Our process contemplates Modern Portfolio Theory, the Efficient Frontier, Behavioral Finance and Neuroeconomics. Our research is based upon the findings of such luminaries as Markowitz, Sharpe, Brinson, Fama, French, Kahneman, Tversky, Thaler, Odean and others.

The Goal

Ensure your organization’s ability to achieve its investment goals, plan annual budgets, fund grants and support its mission by working towards avoiding significant loses through extensive global-diversification¹ while generating risk-optimized returns.

We incorporate systematic portfolio rebalancing and our low annual fee is fully disclosed and completely transparent to ensure your organization’s sustainability.

The Result

Our client’s gain access to the type of investment management services usually reserved for only the largest institutional investors.

¹ Diversification does not assure a profit or protect against loss in a declining market.

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.

All other trademarks and registered trademarks are property of their respective owners.

Copyright © 2019 Magnate Wealth Management, LLC.   All Rights Reserved.