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MGWM Partners with Magni Asset Management

FOR IMMEDIATE RELEASE

 

January 17, 2014

Marks Group Wealth Management has entered into agreement with Magni Asset Management LLC, effective January 1, 2014, where Magni will advise on the security selection and management of the
Marks Group International Equity Portfolio.

“We are excited to have a relationship with Magni, who brings a vast experience with the international markets and will immediately bolster the existing resources available to us,” said Ben Marks, President
and Chief Investment Officer at Marks Group. “We believe this agreement represents a significant benefit to our clients.”

“Marks Group has a great reputation that has been recognized both locally and nationally,” said Kurt Lieberman, Chief Executive Officer at Magni. “We are proud and honored to have the opportunity to
help them serve their clients.”

About Marks Group Wealth Management

Marks Group Wealth Management is a Minnetonka based Registered Investment Advisory (RIA) firm serving high net-worth families, private foundations and corporate retirement plans. MGWM is
responsible for $530 million in assets under management and has been recognized by Barron’s magazine each of the last four years as one of the Top 20 Advisors in Minnesota*. For more information, please
visit mgwmrianews.wpengine.com.

About Magni Asset Management

Magni Asset Management, LLC, is a Saint Paul based asset management firm founded by Dr. Roger Conant, previously the Chief Investment Officer for the St. Paul Companies/Travelers. Magni provides
management and advisory services to investment professionals, including RIA’s and institutional investors. The firm believes Countries Matter™ when investing internationally and applies its
proprietary research-driven investment strategy to create global equity portfolios. For more information, please visit www.magnifunds.com.

*Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of
practice and philanthropic work.

 

 

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