Michael Schwartz
Chief Executive Officer and President
Michael Schwartz - Chief Executive Officer and President of Magnus Financial Group, based in New York, New York.
The Magnus Investment Team supports our advisors by monitoring portfolios, conducting market research, and providing timely insights. By working closely with this dedicated team, our advisors ensure that client investments align with their personal financial plans and goals.
Core responsibilities of our Investment Team include:
Proactive Monitoring: Actively reviewing client holdings and adjusting allocations as needed.
Disciplined Rebalancing: Realigning portfolios to adhere to each client’s investment policy statement.
Optimal Asset Location: Striving to achieve the desired return objectives within the client’s risk parameters.
Multi-Year Discipline: Magnus’s investment committee reviews monthly the firms security research list on both a quantitative and qualitative methodology.
Tax Efficiency: Conducting customized annual tax-loss harvesting to minimize tax consequences.
Our collective efforts at Magnus Financial Group reflect a commitment to delivering outstanding service, informed guidance, and adaptable strategies—ultimately helping our clients build, preserve, and enjoy their wealth over the long term.