Magnolia Capital Management
Time Rewards the Well Advised
Client PortalAbout Us

Unlimited in opportunity and second to none in service.

Magnolia Capital Management provides 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.

We excel at 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.

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 THEIR BENCHMARKS.

A DISCIPLINED APPROACH:

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

Get in touch with a wealth management consultant:

Our advisors understand your goals and objectives, and work with you as fiduciary through a clear, fee based engagement.

Contact an Advisor

  • PORTFOLIO MANAGEMENT

    We offer clients open architecture, with a full array of wealth management and investment advisory services.

  • PORTFOLIO ANALYSIS

    We analyze multiple asset classes, stress-test and compare portfolios by characteristics, performance, and more.

  • INVESTMENT PLANNING

    We assess household risk capacity, generate risk or return based asset allocations, and construct portfolios at any level of complexity.

  • REPORTING

    We create highly customized proposals and statements to ensure reporting meets your needs.

Not yet a client? Take a tour of our prospect portal here.

Magnolia Capital Management offers prospective clients a view of their portfolio before becoming a client.

Take a Tour

© Copyright - Magnolia Capital Management