Exceptional Investment Advisory Professionals
With More Than 40 Years Of Experience

The Magnus Advantage We are an operational investment advisory firm. You may be able to start working with us in just a few days. No costly, time-consuming and aggravating registration requirements, because we take care of that for you! We put our years of experience to work in setting up the proper procedures and systems to operate an exceptional advisory business. A new advisor might spend many years learning some of the same things. We operate a virtual office. You can run your investment business from virtually anywhere you can hook up your computer to a broad-band internet connection. This should help to keep operating costs extremely low. If you choose, we can assist you with a paperless office. Independence! You run your business your way. You determine the fee you will charge clients for your services, and how assets and clients are managed. Whatever services you’re providing clients at your current firm, you can provide at a higher level on your own with Magnus. A consummate culture of compliance. MAG is affiliated with Dickinson Regulatory Alliance, one of the oldest regulatory compliance firms in the nation. You and your clients can be assured that compliance and fiduciary standards are at the heart of how Magnus Advisory Group is operated. These days, that’s a great selling point! Speaking of compliance, we assume the burden of maintaining an ongoing compliance program - and that scary potential audit. Most independent advisors find compliance the biggest challenge and expense in operating their firms. We use Charles Schwab and TD Ameritrade as our primary custodians. These are two of the most prominent custodians for independent investment advisors, and are very recognizable names to clients. Transition assistance. We have assisted many advisors in transitioning from a broker dealer, insurance affiliation or sub-advisory relationship to an independent advisory practice. Let Magnus Advisory Group help you make a smooth and enjoyable move. Technology and practice management. We will assist you with the implementation and use of the best technology available to make your practice more efficient, profitable and easy to operate.

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