Institutions and Employers

Businesses have goals, employees have goals. Let’s accomplish both.

MAG CAP offers a wide range of services to help management teams and business owners maximize their corporate financial plans and incentivize employees with powerful benefits programs.

Our team of experienced advisors works with your team to assess your current structure and plans, then tailors investment and tax planning strategies, employee-incentive programs, benefits packages, and more. Every step of the way, through every life cycle of your business, our promise remains the same: MAG CAP puts your financial interests first in everything we do.

A full array of business financial solutions to keep your business going full steam.

Let MAG CAP help you protect and grow your business with financial strategies and benefits so your team can focus on what they do best.

Institutional Services

  • Corporate Financial Planning
  • Trust & Fiduciary Services
  • Asset & Portfolio Management
  • Strategic & Alternative Investments

Employer Sponsored Retirement Plans

  • 401(k) & Profit Sharing Plans
  • Defined Benefit Plans
  • Nonprofit and Governmental Plans
  • Plan Design and Analysis
  • Simplified Employee Pensions (SEPs)


  • Documentation Management for Due Diligence
  • DOL and IRS Regulatory Updates

We're ready to listen.

If you have some goals in mind, or you want to hear more about our approach, let's schedule a chat.

Get In Touch