About Beth
Beth P. Wahlig
Director of Socially Responsible Investing
Call: + 1 844.672.7623
Beth P. Wahlig - My Story
Beth is the Director of Sustainable Investing and a Private Wealth Advisor with MRA Advisory Group. She has 28 years of experience managing investment portfolios in equity, fixed income, and alternatives. Beth specializes in wealth management, financial planning, and asset protection planning. Her practice is focused on educating and helping women and men build a financially secure future. She has developed a financial planning process that focuses on a person’s lifestyle choices and sets specific financial goals.
She offers thematic Sustainable Investment Portfolios that help create a more progressive economy. Progressive economics is a school of thought that prioritizes environmental sustainability, social justice, and economic prosperity. The investing approach focuses on companies that lead in renewable energy, water resources, food, innovative products, environmental services, technology, transportation, and healthcare discoveries.
Beth has extensive investment experience as a portfolio manager in institutional asset management in New York City at Shenkman Capital and General Motors Asset Management. She was a high-yield bond portfolio manager for 14 years. She received her MBA in Finance from Columbia Business School and holds FINRA Series 63 & 65 licenses.
In her free time, Beth enjoys hiking through the woods, kayaking, collecting Early American antiques, and reading literature.
Areas of Expertise
- Wealth Management
- Financial Planning
- Women & Wealth Strategies
- Socially Responsible Investing
- Protection Planning
WealthBuilder Sustainable Investing (SI) Portfolios
Action Driven Investing
The WealthBuilder Sustainable Investing (SI) Portfolios are investment strategies that channel capital into companies that address climate change initiatives, environmental stewardship, sustainable economic growth and meet social progress. The primary goal is to produce a measurable impact on our global economies alongside financial returns.
Our strategy takes a thematic approach by identifying industry sectors and corporations that are making a difference and investing in those that can provide strong profitability over a longer-term horizon of three to five years. We use the Paris Treaty of 2015, the United Nations Global Initiative developed in 2019, and the Glasgow Climate Pact of 2021 as guides to our investment strategy.
MRA Advisory Group drives value for our clients by strategically constructing investment portfolios focused on building a more sustainable future. We purchase equities, bonds, and exchange-traded funds of companies that are at the forefront of innovation.
- We invest in companies that are making a difference in the economic growth of countries, as well as providing products and services that address the importance of climate change initiatives, environmental protection, transportation, infrastructure, and the usage of our natural resources of land, water, and air.
- We also focus on social needs such as healthcare, education, food sustainability, housing, consumer services, and advances in technology.
MRA Advisory Group’s WealthBuilder Sustainable Investment Portfolio is currently focused on the following themes:
WealthBuilder Sustainable Equity Portfolio
- Renewable and Clean Energy – Solar, Wind, Geothermal, and Wind Turbines
- Transmission of Electricity and Power Grid Networks
- Transportation – Manufacturing of Electric Vehicles, Batteries, Semiconductors, and Infrastructure Construction
- CCUS – Carbon Capture, Utilization and Storage
- Healthcare – New Drug Development, Biotechnology, Innovative Surgical Techniques, Mental Health Therapies, and Patient Care
- Clean Water Resources, Food Sustainability and Green Agriculture
- Environmental Services – Reduction of Plastic, Waste and Hazardous Materials, Pollution Control
- Innovations in Technology – Artificial Intelligence, Cybersecurity, New Software Trends, Quantum Computing, and Climate Change Forecasting
Values-Based Investing
Customized portfolios based on a client’s values regarding sustainability and social issues. Each client completes a questionnaire to determine what values are most important to them – whether one is a planet protector, peace advocate, human rights defender or champion of renewable energy or some combination of these. An investment portfolio is constructed based on these values.
No commissions. Fee-based advice. Minimum account size: $50,000
Next Steps
Consider learning more about sustainable investments and how you can make an impact. Schedule a complimentary conversation with Beth Wahlig, Director of Sustainable Investing.
What to expect from an initial conversation with Beth
Bring your questions. Do you have any financial blindspots?
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death
Find Opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an MRA Advisory Client, you can expect:
– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule