• Investment Management for Individuals

Contact Us About Investment Management for Institutions

Get the Financial Advice and Services You Need

Simply complete this form and someone from our Institutional Services Team will contact you shortly to provide answers to all your financial questions.

  • This field is for validation purposes and should be left unchanged.

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