Including business owners, manage their wealth through all stages of life. Financial planning is foundational to all of the solutions we may customize and recommend. Our expertise in investment management is a core function of what we do.
With this flexibility in mind, we are able to offer access to many different investments including, but not limited to, stocks, bonds, mutual funds, managed accounts, real estate investment trusts, insurances, and other tax-advantaged investments.
Our online platform provides an extensive roster of multi-custodian performance reports, offering secure access to account balances, activity summary, asset allocation, YTD income, dividend and realized G/L, performance vs. benchmark, contribution by asset class and list of holdings, and other information. These reports are customizable by individual account, by groups of accounts and by the entire household of accounts.
For those clients who also maintain accounts at other firms, our proprietary portal, MG&A View™, can provide a consolidated and complete review of your entire investment portfolio. In addition to being accessible through our website, clients may login using our MG&A MView App™. The App is optimized for iOS and Android devices. It is available 24/7 using your existing MG&A Online Username and Password.
Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory services offered through MG&A Wealth, a registered investment advisor not affiliated with StoneX Securities Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through StoneX Securities Inc. Tax services provided by MG&A Tax LLC. StoneX Securities Inc., does not offer tax advice.
The views expressed are not necessarily the opinion of StoneX Securities, Inc. The information presented here is available for historical and archival purposes only and does not represent the current market environment. Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herewith you are leaving this site. MG&A Wealth and StoneX Securities, Inc. make no representation as to the completeness or accuracy of information that is provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Should you decide to link to one of the above sites, you will be leaving the MG&A Wealth website therefore, you assume total responsibility and risk for your use of the site you are linking to.