Portfolio design is complex, far more so than most realize. You don't want to find out after the next market correction. Get your free Portfolio Stress Test today?
Nearing or In Retirement
Conservative or Aggressive
Magnum Financial has a suite of investment options available to meet your specific needs.
All our strategies are designed to protect against market downturns and provide stability over the long term. Because investment success cannot be measured in days or weeks, we strive to understand specifically what you're hoping to accomplish and then we articulate and help set realistic expectations that help you stay the course in difficult markets.
A Suite of Portfolio Options
Magnum In-House Model Portfolios
Semi-active portfolio strategy that utilizes proper asset allocation more so than technical market research or analysis. Five distinct models that can be customized to better meet your individual goals.
Formula Folios Tactical Investment Strategy
Provides a tactically managed suite of investment options. Investment decisions are based on technical indicators external and internal to Formula Folios
Magnum High-Yield Income Model
Designed for retirees specifically to provide a consistently high income stream. Three yield focused models available depending on overall risk tolerance.
Magnum Financial is prepared to answer all your questions and to provide necessary services to help you determine if any of the investment options represented on this site may be suitable. However, the investment choices and services offered on this site are provided as general information only, and are not intended to provide investment, tax, legal, financial planning or other advice. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referred herein. Customers should evaluate the suitability of all information provided herein. Magnum Financial demands certain requirements before an investment can be made, however, you alone are responsible for evaluating the information provided and must decide which securities or strategies are suitable for your own financial risk profile, expectations and goals. Before investing carefully consider the investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact the ETF company and read the prospectus carefully before investing.
All investments carry some degree of risk. Past performance does not guarantee future results. Past performance is not an indicator of future results.