Exceptional Investment Advisory Professionals
With More Than 40 Years Of Experience

Our Service Partners To further support the Magnus Advisory Group and its professionals, we use: NetDocuments - A large and very secure document management company, which is the backbone of our virtual compliance system. Charles Schwab Institutional Services – The most experienced and largest custodial firm serving independent Registered Investment Advisors. Black Diamond Performance Reporting – Many in the industry believe it to be the best portfolio management and reporting system available. We encourage you to click through and preview their system. Dickinson Regulatory Alliance – Of course, Beth Dickinson’s firm is nationally known as one of the best in the business. Inherent in this affiliation is the comfort that compliance is at the forefront of what our firm does.

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