MAGEN WEALTH MANAGEMENT, LLC

Overview

Magen Wealth Management, LLC is a small, fee-based advisory firm that concentrates on direct portfolio management for individual and small-business clients while also serving institutional relationships. The firm runs primarily discretionary mandates and favors fixed-income allocations as a core component of client portfolios, with investment grade corporate bonds representing the single largest instrument class. Fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees on select mandates. Investment activity centers on separate managed accounts and tailored portfolios rather than broad, passive indexing. The firm does not position itself as an ESG-focused manager and operates within a single-state footprint rather than as a multi-state adviser. Given its client mix and fee structure, Magen Wealth Management structures solutions that emphasize income generation and capital preservation, supplemented by targeted alternative exposures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices