Our Services
Comprehensive wealth
management solutions
We offer a complete suite of services designed to address every aspect of your financial life.
Core Services
What we offer
Advisory and Family Office
Magen Wealth Management offers true fiduciary, customized, and efficient financial solutions to individuals, families, and estates. Based out of Aventura, Florida we cater to the needs of our clients in the United States, Latin America, Europe, and Israel. Our portfolio investment strategies stem from a deep understanding of our clients’ goals and aspirations. We put ourselves in our clients’ shoes, working as a team to grow their wealth.
Magen focuses on a top-down approach to asset allocation based on fundamental and technical analysis. We deploy dynamic strategies in fixed income, equities, ETFs, funds, and options to express our clients’ individual risk profiles. Through the multi-level allocation and diversification, hedging and timely execution, we strive to maximize the potential in each client.
Portfolio Management
Magen Wealth Management offers Portfolio Management services, focused on specific strategies, as well as private label Portfolio Management.
Noga Multi Strategy Income Portfolio is a top down strategy, looking to generate alpha, while reducing volatility vs. its benchmark. The strategy focuses on fixed income and other income generating strategies, dynamically allocating assets rather “hugging the benchmark”.
Magen Opportunity Portfolio is a top down opportunistic strategy, seeking to generate attractive returns by identifying value and allocating assets, including global equities, ETS, and derivatives.
Private Label
Our Private Label Portfolio Management platform enables advisors, family offices, and relationship managers to confidently outsource the complexities of portfolio construction and oversight to Magen.
By leveraging our disciplined investment process, risk management expertise, and active allocation strategies, partners gain institutional-quality portfolio management while maintaining full ownership of their client relationships. This allows them to focus on growing their business and delivering greater value without the operational burden of day-to-day investment management.