Our Approach

We look closely at businesses. We buy shares we think are undervalued and sell them when we think they have reached their worth, regardless of popular opinion.

Investment Management

Our principal objective is to build wealth for you over the long term. Depending on your preferred degree of involvement, our investment management service is either fully discretionary or advisory.

Investment Approach

Magna Finance Holdings serves people who are, or want to become, savvy investors. All investments are subject to market risk and will fluctuate in value; therefore it is important to understand your investment approach. Whether you are new to the market, or a seasoned pro, we will provide the resources and counsel to help you plan for your future, manage your investments, and increase your wealth.

Your Strategic Plan:

If you already have an investment strategy in mind, Magna Finance Holdings offers the tools and resources you need to start investing.

If you need expert advice from our Investment Specialists, we will answer your questions and explain your options without cost or obligation.

We do not operate on quotas – there is no incentive to sell you one product over another. Our only incentive is to help you make strategic, informed investment decisions.

Regardless of the path you choose, Magna Finance Holdings Investment Specialists, Customer Service Associates, and Technical Support are available to serve you:

Whether you are continually online or only checking-in on occasion, real-time market data, portfolio performance and investment opportunities are always at your fingertips.

You do not need a computer to be a valued Magna Finance Holdings client and to take advantage of our services! We are happy to assist you in any way that is comfortable to you.

It’s Your Money, Access It When You Need It:

When your kids are ready for college, when you are ready for retirement, or when you simply need to have cash in hand, our Investment Specialists will help you liquidate and transfer your assets to your maximum financial advantage.

Offshore Investing

Discretionary Investment Management

Our bespoke Discretionary Investment Management service allows you, the client, to hand over the day to day management of your portfolio to a highly experienced Investment Manager with a proven track record of performance.

Your investment manager will monitor the holdings and make the decisions on your behalf, keeping within the agreed risk profile. However, you can have as much or as little involvement as you like.

At Magna Finance Holdings, we understand that trust is an essential element to building a successful relationship, that is why you can expect our investment management service to be:
Focused on your needs:

Your investment manager will take the time to get to know you and your investment objectives. We will discuss your feelings about risk; this helps us formulate guidelines so the management of the portfolio is run exactly how you would like it.

Reliable:

Your investment manager will be part of an expert team with decades of experience. Our core members have been with us for over 15 years so it is very likely you will have the same manager over time. You can contact your investment manager at any point.

Impartial:

We are completely independent. We have no in-house products and do not receive fees from the investments we make. You can be confident that our advice is objective.

Open and accountable:

We pride ourselves on being completely transparent in everything we do. You will also be able to monitor your portfolio online through a secure, password protected area of our website.

Competitively priced:

We offer very competitive pricing for the bespoke level of service we provide.

Strictly Confidential:

We take the highest measures to ensure all our data is secure and the affairs of all of our clients are kept strictly confidential.

Planning and Management

New to Investing? Welcome and congratulations!

You are ready to start investing in your future. Your age does not matter - or what stage of life you are at, you have many exciting and potentially rewarding options to explore with Magna Finance Holdings.



Every investment opportunity offers its own risks and rewards. Be sure to learn about any product you are interested in, and understand that all investments carry risk of loss. For example, while some consider savings accounts and CDs to be safer - but lower yielding - than mutual funds and stocks, there are no absolutes and no guarantees. Careful planning and informed decisions will help you align the risks you are willing to take with the goals you seek and the assets available to invest. If investing in an initial public offering always read the prospectus prior to investing.

Before you invest a penny, invest some time to learn more about the stock market as just one of your potential investment options. While the decisions are yours to make, you never need to feel alone while making them. Magna Finance Holdings Investment Representatives, Specialists and Advisor Representatives will be with you every step of the way.

The Key components to investing as a wealth management strategy are education, diversification, allocation, and adjustment.

Education

At your fingertips, Magna Finance Holdings provides a wealth of the industry's best tools, independent third-party research and resources to help you understand various investments and strategies, and to monitor the market in real time; compare long and short-term trends; and analyze the performance of the investments you are considering.



When you encounter an unfamiliar term, turn to our online Glossary or contact us for a further explanation.

Timing is everything, so when you are ready to buy, sell, rollover or reallocate, we will help you execute your orders quickly and efficiently to keep your investment plan on track.

Diversification

You should not put all of your eggs into one basket; so Magna Finance Holdings can help you properly allocate your portfolio based upon your wealth management goals. Key factors will influence the decisions you make:


  • a. How much money you have to invest right now
  • b. How much money you plan to contribute monthly
  • c. Your current and future cash liquidity needs
  • d. Your understanding of the products and issues you are selecting
  • e. Knowing no strategy guarantees a profit or ensures against a loss


Allocation

Just as diversification of your investments may help reduce risk and maximize opportunities across a wide spectrum of investment opportunities, careful allocation of your assets among the diverse products is an important part of your strategy.

Choosing products that address your needs is a prudent and effective step in the investment process. Although no strategy guarantees a profit or ensures against a loss, deciding how much of your assets to invest in each of those areas is just as important, and may change over time.


Balancing and Adjusting

Just as diversification of your investments may help reduce risk and maximize opportunities across a wide spectrum of investment opportunities, careful allocation of your assets among the diverse products is an important part of your strategy.

Choosing products that address your needs is a prudent and effective step in the investment process. Although no strategy guarantees a profit or ensures against a loss, deciding how much of your assets to invest in each of those areas is just as important, and may change over time.


Retirement Solutions

Aim to Turn Your Golden Years Platinum

If your retirement is 10 years away - or 40 years in the distance - that is too long to be on a stock market white-knuckle ride. There may be countless record highs and dramatic sell-offs between today and the day you stop working, so you need to come up with a plan. Welcome to Magna Finance Holdings Retirement Solutions.



Whether you need slow, steady, long-term growth; or you are looking for an aggressive surge to try to make up for lost time; Magna Finance Holdings Investment Specialists will help you custom-build a strategic plan that is right for you. We will account for the highs and lows that will come; so you can keep your attention where it needs to be - on your family, your friends, your career and yourself.

Your strategy should be reevaluated at regular calendar milestones and/or the end of market cycles depending upon your portfolio mix and investment timeline.

As your strategy dictates, Magna Finance Holdings can help you balance and adjust your portfolio to remain on-track to meet your long-term goals. Invest with confidence with Magna Finance Holdings.