Financial Services from The Magis Group, Inc.

A Registered Investment Advisor with a Personal Touch

The Magis Group, Inc. is a Registered Investment Advisor (RIA) affiliated with Charles Schwab Institutional.

Our firm offers a comprehensive array of services and products designed to develop and enhance our clients’ financial lives.

As a boutique RIA, we provide clients with a number of unique benefits:

• Advice: We work to understand you, your situation and your desires. Only then do we offer advice and develop strategies to meet your needs.

• Greater Independence: Since we are not part of a brokerage firm with in-house products to sell, we provide clients with objective guidance that best meets their needs.

• Interests Aligned With Yours: Our compensation is based on a percentage of assets under management and value received, so our success is directly linked to that of our clients.

• Personalized Service: We choose to serve far fewer clients than many other firms. This allows us to give our clients the level of attention they deserve.

When asset management is required, each investment strategy or portfolio may contain:

...and more complex products, including:

Learn more about Registered Investment Advisors (RIA) and the role that they play for their clients.