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WealthBuilder Risk Number Portfolios
Minimum Investment: $5,000
MRA Investment Committee (“IC”) is responsible for the management process of the firm’s WealthBuilder Risk Managed Portfolios (Exchange Traded Funds – ETFs) and Strategic Opportunity Portfolio (all stock portfolio). Most investment committee members have over 20 years of financial services experience in managing portfolios on behalf of clients.
The IC employs a top-down approach to the investment management process and divides the investment portfolio approach into “core” (traditional asset allocation) and “explore” (tactical asset allocation) holdings. As clients move up in risk from one portfolio to another, their “explore” allocation increases compared to their “core” allocation.
WealthBuilder Dividend Focus Portfolio
Minimum Investment: $25,000
The WealthBuilder Dividend Focus Portfolio is comprised of stocks that have met certain criteria and withstood scrutiny of the MRA Investment Committee (“IC”). Our convictions were strong as we sought stocks with attractive valuations, stable or rising dividend history, above average yield, a strong balance sheet and good cash flow. The IC monitors and rebalances/reallocates this portfolio on a quarterly basis or on an as needed basis based upon continued due diligence and near-term macro market outlook.
WealthBuilder ESG Portfolio - All Equity
Minimum Investment: $5,000
This Model offer exposure to companies that exhibit Environmental, Social and Governance (ESG) characteristics. Our ESG-focused Model Portfolio emphasizes best-of-breed positive-impact ESG ETFs or stocks to create globally diversified equity portfolio. The model surround an ESG-adherent core with satellites that capture differentiated ESG themes. Check out the WealthBuilder ESG Portfolio IMPACT REPORT.
Alternatives
Minimum Investment: $100,000
MRA Capital Partners’ flagship “Lighthouse Fund”, is a High Yield Asset Backed Portfolio. The fund focuses on high yielding, current income investments in both debt and preferred equity and makes Private Debt interest-only loans, secured by both commercial & residential real estate nationwide. Available to accredited investors.
WealthBuilder Crypto Blockchain Portfolio
Minimum Investment: $5,000
The WealthBuilder Crypto Blockchain Portfolio offers exposure to equity securities in the emerging industries of cryptocurrencies and blockchain technologies. The Model portfolio focuses on ETFs that invest in companies involved in the cryptocurrency markets, blockchain solutions, innovative data sharing technologies and digital transformations in fintech, healthcare & supply chains.
Disclaimer: Not a direct investment in cryptocurrencies such as Bitcoin or Ethereum. Appropriate for Aggressive Risk Profile.
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Dealing with a job loss?
Concerned about your investment portfolio?
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Schedule a free meeting with one of our fiduciary advisors
What to expect:
A friendly and knowledgeable staff who understands the financial issues of your generation
Confidentiality about your financial situation
Professionals who work in a fiduciary capacity
An open conversation about your financial goals and dreams
An initial assessment of any "financial blind spots" which may be in the way for you to achieve your financial goals
Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
Latest News
3 Tax Credits Every Parent Should Know
Market Recap: Week Ending August 5, 2022
https://share.synthesia.io/f447bf8c-5703-4cb9-8611-0e8de6783a59 If you'd like to discuss recent Stock Market changes, or to get started working with one of our advisors, schedule a complimentary first meeting at http://mraadvisory.com
Nick Notes: August 2022: Act II – Rising Action
Nick Pirsos, Wealth Advisor at MRA Advisory Group, gives his thoughts on the market. Below is Nick's August recap. Nick offers a complimentary first meeting (via the link below), learn more about him and schedule your complimentary meeting today for assistance in...
Market Recap: Week Ending July 25, 2022
Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each of the benchmark indexes listed here posted solid weekly gains, led by the Russell 2000 and the Nasdaq. Bond prices rose, pulling yields lower....
Introduction to Estate Planning
Estate planning can help you manage and preserve your assets while you are alive, and conserve and control their distribution after your death. Estate planning can also help you manage medical decisions if you become incapacitated. There is a lot that goes into Estate...
6 Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest...
MRA Investment Committee Updates & Changes
MRA Advisory Group's Investment Committee met on June 29th for their Quarterly Investment Meeting, in which they make changes to our Risk Number Model Portfolios. The video above better explains their changes and the reasons behind them. To learn more about our...
Market Recap: Week Ending July 8, 2022
Last Friday's strong jobs report may have alleviated fears of a recession for the time being, but it also likely supported a more aggressive response from the Federal Reserve as it tries to dampen rising inflation. Stocks started July on a strong note, with each of...
Quarterly Market Update: April – June 2022
For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted losses for June, marking three consecutive down months for the tech-heavy Nasdaq, its longest losing streak since 2015. Investors watched for signs...