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Magnetic North Financial: Progress report.

  • Writer: Christopher Lakian
    Christopher Lakian
  • Jul 16, 2024
  • 2 min read

Hello Everyone

 

One of the reasons why I created Magnetic North Financial was to grow mind, body, and thought. Stagnation is the death of all business! Oneseven in Ohio and our partners share my approach and are eager to continue growing.

 

Magnetic North Financial is still in the late stages of transition from Raymond James. I am currently integrating trading and research, execution systems to integrate fully with Schwab and Fidelity.

 

When Magnetic North Financial exits its onboarding, client statements should be transitioning from One seven in Ohio in July 2024 (latest being August), to Magnetic North Financial in Mt Pleasant SC and will contain all relevant office contact information.

 

Insurance, financial planning, and performance reporting are the goals for July(early august). We should have all three up and running this month for anyone who wants to update and revise their Financial Plan.

 

The launch of Black Diamond includes performance tracking, cash flow and client aggregation, and should hopefully coincide with the launch of the Planning module.   If you are curious about the platform, please see the link here for more information. https://blackdiamond.advent.com/

 

Insurance is slowly being developed with Simplicity. They are an industry leading insurance broker contracted with top insurance companies. This includes term life, whole life, and annuities for anyone interested domestically and internationally. Please see the link below for Simplicity. https://www.simplicitygroup.com/

 

If you want my thoughts on the market, election odds, and discussion, I should have that out the door next week.

 

That's all I have for the moment.

 

What a month!

 

Cheers

 

Chris

 

 

 

Christopher R Lakian

Owner, Portfolio Manager, AIF

 

Magnetic North Financial

1156 Bowman Road Suite 200

Mt Pleasant SC 29464

Main Number: 843-212-4023

Cell: 843-737-6060

Global Relay Secure Text: 843-428-7827

 

 

OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

 

 
 
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OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

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