I offer Portfolio Reviews!

This can be especially useful for individuals who manage their own portfolios.

I'll provide a portfolio snapshot, comparison to our portfolios and recommendations and observations I feel may be worth further exploration. To get started complete the contact form here, call me and or simply forward your most recent investment statements that include holdings to wealth@magnumfin.com.

I'll follow-up with questions and payment information, then complete your review and forward my insights via email.

Requires advance payment of $175 per review.

Magnum Financial
PO Box 1726
Sonoma CA 95476
Phone: 707-996-9664
Fax: 707-939-6715
Email: sbossio@magnum-financial.com

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