our process

listen

MAG CAP’s mission is to help our clients achieve their goals. The first and most important step in our process is to listen and hear what is most important to you in life and what financial goals you have.

plan

Our financial planning approach combines long-standing investment principles with innovative institutional-caliber investment solutions. We create an investment portfolio that is catered to each client’s investment goals and risk tolerances.

execute

We monitor the economy, market conditions and investment risks and opportunities so you don’t have to (for advisory accounts only.) We create simple and easy to understand reports that lay out progress and results.