Initial Meeting

This first step allows us to better know you and your family. Most importantly, it helps us understand your goals and objectives. It also gives you an opportunity to share any concerns or past difficulties regarding your investments. If appropriate, we will make arrangements to collect all the statements, trusts and all pertinent documents we need to provide a complete analysis of your situation.

Analysis

This step allows us to review your current investment portfolio, estate planning, insurance needs, legal documents (wills, trust, incapacity, etc.), taxes, education strategies, budgeting, retirement projections, charitable planning and gifting, cash management, and business continuity and transition issues. We have a comprehensive fact-finding questionnaire that we use to make sure we cover all the bases. After that review is complete, we move into the strategy portion of the process.

Strategy

The strategy session provides a summary of our findings and recommended solutions. We spend a great deal of time with this portion of the process because it is the most important step! The implementation stage begins once we develop your custom built strategy.

Implementation

This is where the strategy and investment policy are put into action. We handle all the transfers of assets (if necessary) and set up meetings with your other advisors to get their input and make them aware of any and all changes.

Accountability

Magnus Capital provides ongoing monitoring and client reports on a regular basis. The cycle repeats itself over time as market opportunities and life events require evolution of the strategy. Regularly scheduled meetings are held with each client to monitor progress and assess flexibility.

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