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MAGNOLIA CAPITAL MANAGEMENT

Sophisticated wealth management solutions that are as unique as the clients we serve.

WEALTH MANAGEMENT

Along with providing traditional investments, we constantly pursue new opportunities beyond the threshold of conventional investing.

FAMILY OFFICE

Dedicated to sustaining and nurturing long-term wealth, our hard work and sincere commitment are the foundations upon which longstanding client relationships are built.

OPEN ARCHITECTURE

With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper.

COMPETENCE

Our unique perspective consistently delivers custom-tailored, innovative, proven solutions that are implemented with integrity, professionalism, and expertise.

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Magnolia Capital Management offers sophisticated wealth management solutions that are as unique as the clients we serve.
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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.

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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.

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SCENARIOS

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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A DISCIPLINED APPROACH:

Magnolia Capital Management developed our platform based on years of running family offices, by constructing portfolios with managers who have proven track records of generating superior, risk adjusted returns, relative to benchmarks.

MEETING THE NEEDS OF HIGH NET WORTH CLIENTS.

As a boutique firm, we have the entrepreneurial freedom and flexibility to offer highly personalized service cutting-edge ideas, and exceptional loyalty to each client.

Developed with industry leading partners

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