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HistoryMagister Capital Management, LLC is the brain child of several years of experience, research, analysis, and academia. We believe that by uniting our skills, knowledge, and industry experience our clients become the sole beneficiaries. That's how we were born. Our focus is on research, analysis, and customization of our clients' portfolios. We value education, and that is evidenced in all of our team members' advanced degrees, which are best utilized in our research and analysis process. Education is an integral part of who we are, as we are always advancing our knowledge, and strive to make each client experience informative, as well as educational. Technology is also at the core of how we make our clients' experience and interactions unique. We take full advantage of the latest technology to bring innovation and sophistication to your portfolios.SpecialtiesPortfolio Management Portfolio Analysis Investment Analysis Risk Management Portfolio Optimization Retirement Planning Financial Planning

New Insight Wealth Advisors is a Registered Investment Adviser based in San Ramon, CA, offering a range of services to help individuals and businesses navigate the complexities of financial planning and investment management. With a team of experienced professionals, they provide personalized solutions and guidance to help clients achieve their financial goals. Committed to transparency and client satisfaction, New Insight Wealth Advisors prioritizes open communication and strives to educate clients about investment risks and opportunities. Their comprehensive services include portfolio management, retirement planning, tax strategies, and more, ensuring that clients receive tailored advice and support to make informed financial decisions.Generated from the website