We are a generational planning firm. We offer flexible subscription-based advisory services for all stages of your financial journey.
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.
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.
What can we simplify for you today?
Dealing with a job loss?
Concerned about your investment portfolio?
Need a transition to retirement?
Paying too much in taxes?
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
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