Investment Management for Institutions

Financial Services for Corporations, Foundations, Endowments, Associations, Organizations and Non-Profits

Partner with Magnate Wealth Management to ensure your organization’s assets are being managed prudently.  We know your organization has worked hard to raise its funds. Now, you can feel confident in your role and responsibility as a steward to your organization’s mission.  Magnate Wealth works with foundations, endowments, associations and non-profit groups to perform this vital task.

The philosophy of Magnate Wealth Management is simple: Avoid excessive risk and expensive strategies, while helping our clients target both their short-term and long-term goals. Our Institutional Services Team serves corporations, foundations, endowments, trusts, for-profit and nonprofit and religious organizations and charities, schools and universities, trade and professional associations, and community groups and service organizations.

Whether your organization is a small or mid-size foundation, endowment, corporation or association, we can provide the expertise you need to manage your assets, whether your goal is to produce additional current income or grow your assets for future use.

Our Institutional Services Team’s mission is to provide your organization complete stewardship, comprehensive investment advice, full implementation and ongoing, continuous management.

We are committed to:

• Mission Sustainability: Many nonprofit organizations seek to ensure the continuation of their mission in perpetuity. Magnate Wealth Management shares your commitment to the many stakeholders surrounding your organization – be they donors, board members, employees, volunteers, or most importantly, the beneficiaries of your services.

• Fiduciary Responsibility: Your organization entrusts it reputation and finances to your board members and executive team. As a Registered Investment Advisor, we have a fiduciary duty, which means we are obligated to work in your best interests at all times. We work with your organization’s leaders to assist them in being good stewards and ensuring your investments are in accordance with your organizations investment objectives and meet liquidity needs.

• Performance Consistency: Service and investment performance are critical to current and long-term success. Cash-flow management, operations and investment performance are all inter-related; we take pride in building our relationships on consistency.

• Client Service: Your mission is our client. Our process is designed to help you best accomplish your organization’s priorities.