Heritage and Values
Magna Finance Holdings is a thriving, privately held firm that answers to you - our valued customer. With every daily decision and action we make, we uphold our commitment to our clients.
Magna Finance Holdings is dedicated to making good on the promises we make to every investor, every day.
- a. Investment Specialists
- b. Answers, Advice, Recommendations
- c. Discover New Opportunities
- d. Weigh Risks and Rewards
- e. Create a Strategy that works for you
- f. Investment Advisor Representatives
- g. Magna Finance Holdings SELECT Wealth Management
- h. Comprehensive Portfolio Management
- i. Customer Service Associates
You ask, we answer! Our friendly, experienced customer service associates are a phone call away, ready to help you with anything you may need, including:
- a. Account Setup
- b. Transfers
- c. Changing your Address
- d. Requesting the Transfer of Funds
- e. Assisting with Corporate Actions
- f. Fast and Accessible Online Tools and Resources
Financial Flexibility
If your advisors only suggest their own company's private label products, are you missing out on other opportunities?
Magna Finance Holdings has been privately owned since day one; our independence affords you many advantages. We don't have shareholders to report to. Our Investment Specialists' focus is on you - your situation is unique; your portfolio should be too.
Private Labels are acceptable, as long as you review the best labels.
Private Label funds are like any other investment opportunity; you must evaluate its strategy against market forces, its management team's competency and its performance. Magna Finance Holdings continually evaluates opportunities from a wide variety of sources, without preference or bias, to help you find investments that align with your goals and strategy.
Many of our Investment Representatives and Specialists have been with us for years. Their careers rest upon strong relationships, steadily built, with their loyal clientele.
Customers
Any business that is not dedicated to its customers will not stay in business for long. While many business relationships last the length of a single transaction, Magna Finance Holdings is different. We are dedicated to increasing our customers' wealth for the rest of their lives, and we have been committed to that promise for 40 years and counting.
Employees
There is a reason many of our employees have been with Magna Finance Holdings for more than a decade – some for 30 years or more. It is a great place to work. Magna Finance Holdings is owned by a family – and it runs like a family. We help our employees need to enhance their careers and achieve a healthy work/life balance. In turn, our employees dedicate themselves to providing our customers with a superior investor experience.
Communities
Magna Finance Holdings has deep roots in the communities where we have offices. We are dedicated to strengthening the cities where we live and work, through good citizenship, volunteer activities and charitable outreach.
Environment
Magna Finance Holdings employees routinely gather to discuss and implement ideas on how we can operate in the most environmentally responsible way possible. Recycling, carpooling and public transportation credits are just a few of the ways we reduce the impact of our business operations.
Industry
Wall Street's reputation is tarnished when businesses and individuals act irresponsibly. Those headlines steal focus from the tens of thousands of brokers, traders and other financial professionals who work tirelessly on behalf of their clients every day. Magna Finance Holdings strives to uphold the highest standards of the industry to help our clients confidently build their wealth and prepare for their futures.
Diversify the risk
We have partnered with Global Investments Managers, to give you access to their range of multi-asset and emerging market funds as well as portfolio services to meet your offshore investment needs.
Discretionary Investment Management Process
Magna Finance Holdings discretionary investment fund managers employ highly skilled teams of researchers that work around the clock to gather and interpret data such as financial and geo-political, in order to formulate risk adjusted investment portfolios from a universe of funds that exists in their thousands.
We focus first on asset allocation, i.e. which types of assets go into the portfolio. Asset allocation is the key factor in determining how well the portfolio is likely to perform. Having a diversified portfolio – one with a wide spread of investments across asset classes – can blend income generation with capital growth, reduce overall volatility and deliver higher more stable returns.
When it comes to choosing specific assets, investment products and funds for a portfolio, we combine our own expertise with that of skilled external investment managers who are renowned in their specific markets and sectors.
This open architecture approach means that we are continually searching the international markets for the best investment opportunities in which to deploy our clients’ funds, with complete independence.
The Discretionary Investment Management Service includes all the benefits of nominee administration, meaning that we are able to carry out transactions without sending you transfer forms for signing. We send contract notes when we deal and you receive valuations on a quarterly or half-yearly basis, together with economic and market commentary, and Year-end tax schedules.