UNCOVER THE HIDDEN RISK FACTORS IN YOUR PORTFOLIO

Assess your portfolio risks against a variety of economic & market scenario outcomes.

We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

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Blend traditional SMA strategies with private equity, private credit, and hedge funds in the same account.

LEVER ANALYSIS

Our platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then, based on statistical correlations, it analyzes the effect of these factors on assets in your portfolio.

ASSET ANALYSIS

Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.

SCENARIO ANALYSIS

A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.

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FINANCIAL PLANNING

Managing substantial wealth is an enormous responsibility. It requires experienced advice,
specialized knowledge and customized solutions. As your “Chief Investment Officer”, we listen and work to understand your comprehensive financial situation and recommend innovative, customized solutions precisely targeted to achieve your objectives. Our Advisors will tailor planning to you, modeling what-if scenarios, and stress testing your current allocations, and cash flow requirements.

ASSET MANAGEMENT

We utilize industry-leading rules-based re-balancing that seamlessly scales across asset class and individual holdings. Our sleeve strategy approach creates management efficiency and lower cost. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution

WEALTH PLANNING

Developed to meet the needs to accredited investors and family offices, the Our Customized Portfolio Platform is powerful, yet simple solution to challenges that face many investors. Magnolia Capital blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.

ESTATE PLANNING

We will begin with the roles, responsibilities and objectives of the our clients, incorporating business, tax, family governance, and generational considerations. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning, Magnolia Advisors have the experience to address your goals and objectives

We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

A true alternative platform

HEDGE FUNDS

Hedge funds access can be direct, or through one of our platform partners: CAIS, ICapital Network, Gemini Platform, Crystal Capital, and Directed Investments.

CREDIT/PRIVATE DEBT

Private Credit includes middle market, platform, and hard money.

REAL ESTATE

Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported on through the PAP.

PRIVATE EQUITY

Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.

UNCOVER THE HIDDEN RISK FACTORS IN YOUR PORTFOLIO

Assess your portfolio risks against a variety of economic & market scenario outcomes.

LEVER ANALYSIS

ASSET ANALYSIS

SCENARIO ANALYSIS

Blend traditional SMA strategies with private equity, private credit, and hedge funds in the same account.

LEVER ANALYSIS

ASSET ANALYSIS

SCENARIO ANALYSIS

FINANCIAL PLANNING

ASSET MANAGEMENT

WEALTH PLANNING

ESTATE PLANNING

We can apply a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

A true alternative platform

HEDGE FUNDS

CREDIT/PRIVATE DEBT

REAL ESTATE

PRIVATE EQUITY

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