OUR services

With an unwavering commitment to investment excellence, MAG CAP exists to serve its clients. We apply our process to match what is most important to you

Individuals / families

•  Full service financial planning

• Comprehensive portfolio management

• Structured and dynamic equity portfolios with downside protection

• Alternative investment allocations

  • Private Equity

  • Real Estate

  • Hedge Funds

  • Venture Capital

• Tax-sensitive investments 

• Inter-generational wealth transition planning

institutions

• Comprehensive portfolio management

• Equity-only separate accounts

• Fixed income and yield-oriented separate accounts

• Alternative investment allocations

Employer’s Sponsoring Retirement plans

• 401(k) & Profit Sharing Plans

• Defined Benefit Plans

• Third Party Administration 

• Plan Design and Analysis

• Simplified Employee Pensions (SEPs)

• Documentation Management

• ERISA and DOL Regulatory Updates